Model ETF Portfolios

Growth ETF portfolio emphasizing higher focus on stocks with diversification across large, mid and small capitalization companies and sectors. Particular emphasis on technology, aerospace and defense.

Growth and Income

Income and growth portfolio emphasizing monthly interest, quarterly dividends and seeking to minimize capital market volatility while also allowing for potential capital appreciation with approximately 40% exposure to actively managed stocks ETFs across diversified capitalization categories and sectors.

Conservative portfolio seeking modest income and preservation of capital comprised of actively managed Bond funds. The emphasis is on the minimization of stock market volatility and risk while focusing on generating regular monthly and quarterly income for distribution or reinvestment.