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Portfolio Services

A Portfolio that is Built to Be Boring™

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.

Portfolio Subscription

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.

Portfolio Implementation

For Financial Advisors

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

Service Cost:

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.

For more information about our firm and the solutions we offer, send us a quick email or call the office.  We would welcome the opportunity to speak with you. |  (855) 918-5300

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