63 Putnam St.
We realize that our Comprehensive Wealth Management offering isn't right for everyone.
Maybe you're more of Do It Yourselfer.
Perhaps you're a financial advisor looking for better, more flexible and cost effective solutions for your clients.
There are many useful ways a low-volatility equity strategy can benefit investors, but perhaps the best and highest use case for a Built to Be Boring™ portfolio is as a low-cost, tax-efficient alternative to annuities for retirement income.
We invite you to learn more about our Built to Be Boring™ Portfolio Subscription and Implementation Services.
Diversified and Cost Efficient
Our rules-based proprietary model portfolios utilize index and other ETFs to gain broad exposure to different geographies and asset classes, and equity options to dampen volatility.
Our portfolios offer liquidity as well as cost, risk, and tax efficiency.
For Individual Investors
Household Subscription costs $1,500 per year
For Financial Advisors
License costs $1,500 per year per household
Subscriber/Licensee is responsible for portfolio implementation.
We provide timely notification of changes to the models.
We can implement our model portfolios in your client accounts on a sub-advisory basis.
Taxable and Qualified Accounts accepted
Client and account restrictions followed
$250,000 minimum account size
In addition to the annual $1,500 per household model licensing fee, the cost of portfolio implementation is 0.35% per year of AUM
Note: We do not offer portfolio implementation services to individual investors who are not Comprehensive Wealth Management clients.
email@example.com | (855) 918-5300