Model ETF Portfolios

To facilitate advisors' portfolio management IAA has created a series of model portfolios utilizing ETFs (Exchange Traded Funds). Keeler & Co. management designed these portfolios with the same philosophy in mind that is used for their clients' funds - tilted to small cap and value asset classes. These are diversified, passively managed, low-cost, and tax efficient portfolios based on asset classes from around the world. ETFs are institutional quality vehicles that can be used in passively managed portfolios as many are based on broad indices.