WealthBeacon, our tax-efficient, low-cost evidence-based platform, is built to serve as a blueprint for investors devoted to growing wealth over long periods of time. The WealthBeacon Strategies are appropriate for long-term buy and hold investors. The strategy employs exchange-traded funds (ETFs) to gain direct exposures to global equities and, in some cases, fixed income.

WealthBeacon Aggressive

WealthBeacon Aggressive is a tax-efficient, low-cost, evidence-based strategy built to serve as a guide for investors devoted to aggressively growing wealth over long periods of time. As such, a high level of volatility is to be expected. The WealthBeacon Aggressive strategy is appropriate for long-term buy and hold investors with a high-risk tolerance. All investments are made via exchange-traded funds (ETFs).

WealthBeacon Moderate

WealthBeacon Moderate is a tax-efficient, low-cost, evidence-based strategy built to serve as a guide for investors devoted to growing wealth over long periods of time with a more moderate level of volatility. The WealthBeacon Moderate strategy is appropriate for long-term buy and hold investors with a moderately high-risk tolerance. All investments are made via exchange-traded funds (ETFs).

WealthBeacon Conservative

WealthBeacon is a tax-efficient, low-cost, evidence-based strategy built to serve as a guide for investors devoted to growing wealth over long periods of time with a more conservative level of volatility. The WealthBeacon Conservative strategy is appropriate for long-term buy and hold investors with a more conservative risk tolerance. All investments are made via exchange-traded funds (ETFs).