Exchange-Traded Funds, better known as ETF Portfolios, are a turnkey solution where you can “set it and forget it”. This option is a low-cost solution for clients with smaller dollar amounts to invest and who still wish to diversify their portfolio in an efficient way. This method allows your portfolio to adapt to changing circumstances over time while incorporating low fees to ensure that you get to keep more of your investment returns.
These portfolios are designed to meet a variety of risk tolerances and time horizons, and are professionally managed by SGL Investment Advisors’ experienced research team. Feel confident and secure knowing that all of the assets are held in a brokerage account at Charles Schwab & Co., Inc., an affiliate of Schwab PerformanceTechnologies.