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Managed ETF Portfolios

Client Centered

Exchange-Traded Funds, better known as ETF Portfolios, are a turnkey solution where you can “set it and forget it”. This option is a lower-cost solution for clients with lower minimums 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 lower fees, which helps you 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 Performance Technologies.

Any investment involves risks, including possible loss of principal.
The material discussed is for informational purposes only and should not be considered a recommendation, and should not be relied on in and of itself in making investment decisions.

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To open a Managed ETF Portfolio, please begin by clicking the link below which will take you to an external Charles Schwab site. When prompted, please enter program code: KZZ5

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