ETF Portfolio Allocation



The Merrell Brothers investment team offers five different Exchange Traded Funds (“ETF”) Portfolios which depend on several personal factors including age, risk tolerance, and years until retirement.  We aim to invest in a basket of five to ten ETFs for clients.  Our team personalizes each portfolio allocation based on the needs and goals of our clients. The portfolio allocation will be created when an investment is made with the Merrell Brothers. Portfolio rebalancing and trading will occur infrequently unless the investing team discovers a more appropriate ETF. The Merrell Brothers team will deploy your capital into potentially seven investment categories. These include United States based Large, Mid, and Small capitalization ETFs, International ETFs, Emerging Markets ETFs, Real Estate Investment Trusts (“REIT”) ETFs, and Fixed Income ETFs. Investments could include one to four ETFs in a particular asset category. For an all ETF portfolio, we will charge you an annual management fee of Zero point Six percent (0.60%) of your assets under management, payable quarterly.

Aggressive ETF Portfolio
The Aggressive ETF Portfolio is designed for the long term investor and potentially may earn significant investment returns. The Merrell Brothers team recommends an investment period of at least ten years to smooth market fluctuations and volatility. The Aggressive ETF Portfolio will initially be composed of 50% United States based Small, Mid, and Large capitalization ETFs, 40% International and Emerging Markets ETFs, and 10% in Real Estate Investment Trusts (“REIT”) ETFs. The Aggressive ETF Portfolio inherently has more risk than any of the other ETF portfolios.

Growth ETF Portfolio
The Growth ETF Portfolio is designed for the long term investor and potentially may earn significant investment returns. The Merrell Brothers team recommends an investment period of at least ten years to smooth market fluctuations and volatility. The Growth ETF Portfolio will initially be composed of 39% United States based Small, Mid, and Large capitalization ETFs, 33% International and Emerging markets ETFs, 20% in a Fixed Income ETF, and the remaining 8% in Real Estate Investment Trusts (“REIT”) ETFs. The Growth ETF Portfolio has more risk than the Balanced, Conservative, and Capital Preservation ETF Portfolios.

Balanced ETF Portfolio
The Balanced ETF Portfolio is designed to provide the client with a mixture of growth balanced with fixed income. The portfolio will be composed of 45% Fixed Income ETFs, and the remaining allocation will be a blend of United States based Small, Mid, and Large capitalization ETFs, International and Emerging markets ETFs, and Real Estate Investment Trusts (“REIT”) ETFs. The Merrell Brothers team recommends an investing time horizon of at least five years, preferable longer to smooth any market volatility. The Balanced ETF Portfolio includes risks to the investor.

Conservative ETF Portfolio
The Conservative ETF Portfolio is designed to invest in 60% Fixed Income ETFs. The other allocation includes a blend of United States based Small, Mid, and Large capitalization ETFs, International and Emerging markets ETFs, and Real Estate Investment Trusts (“REIT”) ETFs. The Merrell Brothers team recommends an investing time horizon of at least five years, preferable longer to smooth any market volatility. The Conservative ETF Portfolio has risks associated with the investment.

Capital Preservation Portfolio
The Capital Preservation Portfolio is primarily composed of an assortment of Fixed Income ETFs, in the form of government and corporate bond ETFs. A small portion of the portfolio is invested in a blend of United States based Mid, and Large capitalization ETFs, International ETFs, and Real Estate Investment Trusts (“REIT”) ETFs. The portfolio is designed for investors that want to reduce their investing risk and potential loss of principal. The Merrell Brothers team can reduce the equity ETFs if the client wants more capital preservation and less volatility. This portfolio includes risk because of the Stock ETFs and the fact that the Fixed Income ETFs can lose value when interest rates rise. The Merrell Brothers team recommends an investment time period of at least four years.

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