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