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

Growth ETF Strategy Composite

Strategy Description

The Growth ETF Strategy’s main objective is to achieve a growth oriented 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 70% to the global equity markets and 30% to the global fixed income markets. The inception date is July 1, 2009 with a creation date of January 1, 2015. The benchmark consists of 70% MSCI All World Index (net of all tax withholding), 30% Barclays US Aggregate Bond Index, blended monthly. The allocation may include ETF’s that invest in REITs, commodities, and liquid alternatives.

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