What investment portfolios are offered?

We offer 11 model portfolios that invest in a diversified selection of unaffiliated Exchange-Traded Funds (ETFs). The portfolios are developed by Goldman Sachs’ Investment Strategy Group (ISG). ISG is a global team of investment professionals that conducts research and provides guidance on asset allocation and portfolio diversification for individuals, families, and nonprofits.

Our investment portfolios provide exposure to a broad set of asset classes. The portfolio you are recommended will be based on your responses to a set of questions designed to assess your risk tolerance and time horizon.

Alternate ETF options are available. If you wish to impose reasonable restrictions on your chosen portfolio, please contact us.