ETF Program
Weiss ETF Strategic Allocation Portfolio
Moderate Risk
The Weiss ETF Strategic Allocation Portfolio is designed for investors with a moderate risk tolerance who are interested in diversifying their assets and simplifying their portfolio …
The program is an exchange traded fund (ETF)-based program designed to meet the needs of investors who:
Recognize the value of a professionally managed and properly diversified asset-allocation strategy that is strategically rebalanced according to market conditions.
Seek to diversify their existing portfolio, including retirement assets, by using an ETF allocation strategy.
Have an investment time horizon of 3-5 years, with a goal of capital appreciation and moderate risk. Program may also be suitable for a conservative or aggressive investor seeking an ETF asset-allocation strategy for a portion of their overall portfolio.
