STRATEGIC

Perfect for those just starting to build their life savings.
Intelligently enhanced diversification without the enhanced fees.

  • First $10,000, 0.0% fees, Completely Free!
  • Strategic Asset Allocation
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    Daily Account Monitoring
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    Systematic Rebalancing
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    Alternative Exposure
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    Logical International Allocation
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    Professional Management
  • Satisfaction Guarantee
  • Low Cost Construction
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    No Transaction Fees
  • Tactical Asset Allocation
  • Long Large-cap Stocks
  • Long Small-cap Stocks
  • Research Access
  • Dedicated Advisor
  • Fully Customized
  • Annual Planning Meeting
  • Quarterly Review Calls
  • Unlimited Consultations
  • Strategic Asset Allocation
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    Daily Account Monitoring
  • check-square-o
    Systematic Rebalancing
  • check-square-o
    Basic Alternative Exposure
  • check-square-o
    Logical International Allocation
  • check-square-o
    Professional Management
  • Satisfaction Guarantee
  • Low Cost Construction
  • check-square-o
    No Transaction Fees
  • Tactical Asset Allocation
  • Long Large-cap Stocks
  • Long Small-cap Stocks
  • Research Access
  • Dedicated Advisor
  • Fully Customized
  • Annual Planning Meeting
  • Quarterly Review Calls
  • Unlimited Consultations

0.2%

Simple Annual Advisory Fee
$0 minimum balance

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