Managed ETF Portfolios

What are they?

  • Diversified portfolios customized to meet your specific risk tolerance and time horizon
  • Professionally managed by SGL Investment Advisors
  • Portfolios are held in a brokerage account at Charles Schwab & Co., Inc., an affiliate of Schwab Performance Technologies

Why use them?

  • Reduce investment anxiety
  • Turnkey solution ("set it and forget it") at a low cost
  • Tax efficiency through automated tax loss harvesting
  • Flexibility to change portfolios to meet changing risk tolerances and objectives

When to start?

  • As soon as possible! The longer you postpone saving for your financial goals, the less time you have for compound interest to work in your favor.
  • Opening an account is easy, with minimums of just $5,000

You'll need the Advisor Program Key: KZZ5