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Portfolios

Our portfolios are comprised of Index Funds and Exchange Traded Funds (ETFs) which are the most efficient means of exposing your wealth to various asset classes.  Our portfolios are based on the concept of “Constant Proportionality,” meaning when any holding deviates from a set tolerance, the portfolio is automatically rebalanced – thus selling high, buying low.  At this point in time, we know of no better portfolio management system to improve your odds of achieving a favorable outcome.