Investing with Purpose
Investment Management
We take a thoughtful, disciplined approach to managing your investments—balancing risk and opportunity with strategies tailored to your goals. From portfolio reviews to smart rebalancing, we focus on cost-effective, diversified solutions that help your money work smarter over time.
Your journey is unique. We’re here to help you make smarter choices—every step of the way.
We offer support with
- Portfolio review
- Recommendations for diversified asset allocation with specific, no-load, low expense ETF and Mutual Fund fund recommendations
- Dollar-cost averaging
- Smart rebalancing of portfolios
Snapshot
Regions
Average net expense ratio: 0.09%; Portfolio net expense ratio: 0.09%
| Fund | Symbol | Maximum Sales load |
Net exp. ratio |
As of prospectus |
Weight in portfolio |
Net annual expense (*) |
|---|---|---|---|---|---|---|
| WisdomTree Enhanced Commodity Stgy Fd | GCC | - | 0.55% | 01/01/25 | 5% | $28 |
| SPDR® Blmbg 1-3 Mth T-Bill ETF | BIL | - | 0.14% | 10/31/24 | 10% | $14 |
| SPDR® Dow Jones® REIT ETF | RWR | - | 0.25% | 10/31/24 | 5% | $13 |
| iShares Core MSCI Emerging Markets ETF | IEMG | - | 0.09% | 12/30/24 | 10% | $9 |
| Schwab International Equity ETF | SCHF | - | 0.06% | 12/20/24 | 15% | $9 |
| iShares Core S&P Total US Stock Mkt ETF | ITOT | - | 0.03% | 08/01/24 | 25% | $7 |
| SPDR® Portfolio S&P 600 Sm Cap ETF | SPSM | - | 0.03% | 10/31/24 | 20% | $6 |
| Vanguard Total Bond Market ETF | BND | - | 0.03% | 04/26/24 | 10% | $3 |
| Total | 100% | $88 |
(*) in $, based on portfolio value of $100,000. Does not include sales loads if applicable.
