Passive multi-asset class indexing is an important starting point for all investors. Therefore, ETF PM provides a dynamic range of investable benchmark portfolios comprised of leading exchange-traded funds (ETFs). Be sure to read our new book, listen to all of the IBU podcasts, and subscribe to our monthly market updates.
In order to broaden diversification, we also provide absolute return strategies. These active portfolios employ dynamic ETF rotation and were among the few worldwide to deliver gains in the crash of 2008, as well as subsequent extreme down markets in 2010, 2018, and 2020.
See our investment portfolios for a complete strategy list and fee structure.