Managed ETF Lifestyle

Todd Investment Advisors offers four Managed ETF Lifestyle strategies. Conservative ETF Lifestyle, Moderate ETF Lifestyle, and Aggressive ETF Lifestyle serve individual risk tolerances and targeted return requirements of various model investors. The fourth strategy, Tactical ETF Asset Allocation, is designed for total return. Our Lifestyle strategies use ETFs that cover a full spectrum of investments including:

Fixed Income
International Equities
Large Cap Value and Growth
Mid Cap Value and Growth
Small Cap Value and Growth

The strategic models are designed to minimize downside deviation, while striving to meet investors target returns using Strategic Asset Allocations. The Lifestyle ETF allocations range from conservative to aggressive. Utilizing a pre-set basket of ETFs which are then managed through our proprietary methodology, we are able to provide institutions and their distribution channels with an efficient, low cost, automatically rebalanced, strategic lifestyle offering. The allocations for the Lifestyle strategies can be tweaked for the specific needs of institutional or plan sponsors. Through our collective trust offering, platform providers and institutional Plan sponsors for 401k programs may want us to sub-advise, private label, or customize the offering as well.

These portfolios offer several advantages over traditional lifestyle offerings, including:

Reduced variance.
Lower costs.
Address specific client risk tolerances.
Ability to expand ETF subset for greater asset allocation offering.
Tactical Asset Allocation model offers investments for the most aggressive investors.
Proven track record.

ETF Full Description
ETF Investment Process
ETF Characteristics
ETF Performance
ETF Product Summary
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