Model ETF Portfolios
90-10
Growth
WEalthetic Model EFT Portfolios are designed, monitored and updated to address specific investment objectives, risk tolerances and investment time horizons.
The ARE NOT cookie cutter templates nor “one size fits all” solutions for anyone. Instead, these Models and their allocations form the foundation for a single investment objective..
60-40
Growth & Income
40-60
Income & Growth
INCOME
Income & Preservation of Capital
Our learning experience continues to expand with a disciplined approach to listening and an attentive curiosity of what is actually being communicated. Paying attention to these differences and the patterns of diverging words and actions helps us in a variety of ways.
Why Holistic WealthCare?
Financial institutions say they serve their clients’ best interests. But when the curtain is pulled back and we cite corporate charters, bylaws as well as federal and state laws, actions point to their authentic intentions: Shareholders’ interests legally come first, outranking client and employee interests. The rise of ESG and stakeholder governance are disingenuous gimmicks at best and corporate malfeasance at worst: Three recent court cases/ settlements validate this claim: Craig v Target (2024), American Airlines and BlackRock ESG Investment Case (2025) and BlackRock and Tennessee ESG Settlement (2025).
Alas, when an insurance company, bank or Wall St. firm claims to put your interests first, the only time they’re being honest is when you own their stock. Period.
We solve this problem and truly serve your best interests acting as your intermediary, protecting you from these bona fide conflicts while upholding our legal, fiduciary obligation to literally place your best interests first. Learn more about this by reading our disclosure statements.
