The strategy we take with your portfolio depends on you — your financial goals, your risk tolerance, where you are now and where you hope to be in the future.
Portfolio Options
Diversified ETFs
Model Portfolios
This product is designed for clients who desire efficient risk-return diversification but may not meet the minimum asset requirement for individual portfolio management. The Diversified Model approach, however, is designed for portfolios of any asset size. This top-down investment approach analyzes economic and market data and creates asset allocation strategies that combine U.S. and international equities, emerging markets, bonds, and REITs, among other assets classes, to produce a conservative, highly-diversified, and low-volatility approach to long-term investing.
Our four Exchange Traded Funds (ETF) model approaches are:
- OGA Conservative
Diversification Model - OGA Core Portfolio Model
- OGA Blended All-Equity Model
- OGA Growth Equity Model
The models utilize ETFs to create an optimal weighting for each desired asset class. Weightings are altered depending on changing economic and market outlooks. ETFs that are utilized in our portfolios are highly liquid instruments that hold a large basket of diverse investments and are designed to mimic indices, industry groups, bonds, or regional areas, among other assets. ETFs are traded on the American Stock Exchange and other exchanges.
