We want our clients to be guided by the facts. This brief video looks at styles of investing and their respective aims and drawbacks:
This Callan Chart, provided by Valmark Advisers, demonstrates historical asset class performance and clearly shows how the performance of each asset class changed over time:
As a Valmark Advisers member firm, we offer our clients exclusive access to TOPS®, one of the longest-running and most successful ETF portfolio management programs in the country. The TOPS® method is to diversify among asset classes that are designed to reduce investor risk and maximize returns using closely-monitored ETFs. We call this, Active Indexing.
TOPS® uses a variety of risk-based portfolios, composed primarily of ETFs that represent numerous asset classes – from conservative to aggressive. Click here to assess your risk tolerance. For more detailed information about TOPS® and their process, see the TOPS® brochure.
You can get started in the TOPS® Core program by investing as little as $10,000.
If you’d like to learn more about TOPS®, or if you would like to invest, you may call and text us (781) 237-0123. You may also contact us on Facebook, LinkedIn, and our Contact Page and tweet and follow us on Twitter.
To view the full array of our services, see What We Do.