Exchange Traded Fund Portfolios
Confluence Investment Management, Laffer Investments, and Ibbotson Associates (an affiliate of Morningstar Investment Services) are the model providers for this discretionary program which uses Exchange Traded Funds (ETFs) and/or Exchange Traded Notes (ETNs) as the underlying investment vehicles. The Confluence and Ibbotson models are style-diversified, with Confluence taking a cyclical approach and Ibbotson a strategic view. The Laffer model is a global strategy. You and your financial advisor can determine the appropriate portfolio for you.