ETF Portfolio Line Now Available

Published February 9th, 2017 in News, Updates and Announcements | No Comments »

In an effort to provide you and your clients with alternatives to the PCA Dimensional portfolios, the Investment Committee has created a menu of ETFs portfolios in alignment with our evidence based investment philosophy with asset allocation, geographic exposure, and “tilt” (toward small and value) similar to Dimensional model portfolios we manage. The ETFs have been constructed by the Investment Committee will be monitored bi-monthly just as our Pre-Tax, Post-Tax, Global Portfolio, SMD, and DFI portfolio models are.

There are allocations (equity/fixed) for:

  • Equity (100/0)
  • Growth (80/20)
  • Moderate (60/40)
  • Balanced (50/50)
  • Conservative (40/60)
  • Stable (20/80)

These ETF portfolios will have an account minimum of $25,000.

The current ETFs include:

Equity:

  • FlexShares Morningstar US Market Factors Tilt ETF (TILT)
  • IShares Core S&P500 (IVV)
  • IShares Core S&P Mid-Cap (IJH)
  • Vanguard REIT ETF (VNQ)
  • FlexShares Morningstar Developed Markets ex US Factor Tilt ETF (TLTD)
  • FlexShares Morningstar Emerging Markets Factor Tilt ETF (TLTE)

Fixed:

  • Vanguard Short-Term Govt. Bond ETF (VGSH)
  • Vanguard Intermediate-Term Govt. Bond ETF (BIV)
  • Vanguard Total International Bond ETF (BNDX)

You can click here to view a new Investment Summary Worksheet with the added ETF options.

Thank you for your continued support and business. If you have any questions, please contact the PCA Operations Team!

Sincerely,

Jerry R. Herman, CFA
Co-Chairman, PCA Investment Committee

Clint Pelfrey
Co-Chairman, PCA Investment Committee