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