Actavest Balanced Plus Allocation Solution
If you are considering investing, or currently have your retirement account (401K, IRA) in a traditional balanced portfolio (60/40 or Target Date Fund), learn how this solution may improve your outcome.
Enhanced performance over traditional Balanced Funds with less volatility
We'll meet you where you already are
The competitive landscape for ETFs has changed rapidly and the major custodians now offer commission-free trading on select ETFs. Depending on your custodian* of choice we select the ETF lineup that captures our desired exposure without you having to incur trading commissions.
* Also available on Interactive Brokers (monthly account fee & low commissions, but not free)
What do you think?
Still have questions, concerns or want to ponder on it? Feel free to contact us and let us know what you are thinking, or click the box to let us know you are interested and we'll follow up with you.