Two suites of risk-based models that seek to capture the potential tax advantages of municipal bonds.
Tax-Sensitive Active Asset Allocation ETF Portfolios
Seeks to outperform the benchmark over a full market cycle by employing active asset allocation
Focuses on identifying mispricing opportunities in the global equity and fixed income markets
Captures the potential tax advantages of municipal bonds
Seeks a distinct balance of risk and potential return. The more aggressive portfolios focus on long-term growth, while the more conservative portfolios emphasize current income and capital preservation. Each model portfolio seeks to pursue its goal and manage risk in a tax-sensitive manner by actively managing its allocations to ETFs offering exposure to a variety of asset classes.
10-16 times per year
Pick Your Portfolio
Six tactical portfolios span the efficient frontier and can be used to target a variety of return and risk objectives.