As an independent advisor, we do not sell proprietary products and our goal is to help clients regardless of their wealth to manage their assets. We consider your objectives, risk tolerance, tax situation and time horizons. HT Partners LLC portfolios typically consist of low-cost, tax-efficient indexed exchange-traded funds (ETFs) or exchange traded notes (ETNs). Upon deposit of funds, the account will be rebalanced into the strategic asset classes listed below based on your risk tolerance. For clients who hold legacy holdings, a customized alternative track is available.
STOCKS
- US Total Stock Market – The Fund’s goal is to track, as closely as possible before fees and expenses, the total return of the Dow Jones U.S. Broad Stock Market Index.
- International Developed Markets – The Fund seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in the major markets of Europe and the Pacific region.
- Emerging Markets – The Fund seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries.
BONDS
- US Total Bond Market – The Fund seeks to track the performance of a broad, market-weighted bond index.
- Mortgage Backed Securities – The Fund seeks to track the performance of a market-weighted mortgage-backed securities index.
- Municipal Bonds – The Fund seeks to track the investment results of an index of investment-grade U.S. municipal bonds.
- International Bonds – The Fund seeks to track the performance of a benchmark index that measures the investment return of non-U.S. dollar-denominated, investment-grade bonds.
ALTERNATIVES
- Commodities & Natural Resources – Commodities & Natural Resources – The Fund seeks to provide exposure to various commodity and natural resource indexes via ETFs or ETNs.
