VCM Wealth is a registered investment advisory firm that provides an array of wealth management services to institutional and individual clients.

Balanced ETF Strategy Composite

Strategy Description

The VCM Balanced ETF Strategy’s main objective is to achieve a balanced return by investing in a combination of asset classes. The portfolio consists of multiple exchange traded funds (ETFs) and is invested through the use of a disciplined research process. The asset allocation of this model is a distinct and differentiating factor. The composite is allocated 60% to the global equity markets and 40% to the global fixed income markets.

The benchmark is 60% MSCI All World Index (net of all tax withholding), 40% Barclays US Aggregate Bond Index, blended monthly. Creation date: January 1, 2015. Inception date: June 1, 2009.

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