Keep It Simple Strategy® Asset Allocation Portfolios

Our core investment portfolios are constructed using Exchange Traded Funds (ETFs) and Mutual Funds designed to provide diversification and reduce risk.

Our investment choices have very low costs, few minimums, and no transaction fees in most cases.  They are tailored for portfolio size, time horizon, and tolerance for investment volatility.

We choose ETFs that follow a market index for lower costs, are liquid and readily traded, and have at least $100 million in assets.


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