Exchange Traded Fund Portfolios

Screen Shot 2015-05-08 at 10.50.33 AMConfluence 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.