Index-based/ETFs

Sample allocation of a Flat Fee Portfolio with a passive approach

The Flat Fee Portfolios Index-based/Exchange Traded Funds (ETF) Portfolios offer a straightforward, low-cost approach.  Passive investing with ETFs may be right for you if:

  • You desire your portfolio to track a blend of the traditional market benchmarks such as S&P 500, MSCI EAFE, and Barclays Aggregate Bond Index
  • You believe a market cap weighted approach to passive investing is superior to other forms of passive investing

Some of the benefits of Passive ETFs are:

  • Transparency
  • Flexibility
  • Tax-efficiency
  • Low costs

Each Index-based/ETF Portfolio is constructed to be well-diversified and low-cost.  We conduct a thorough analysis of the long-term historical performance and relationships between various asset classes. Then we work with you to select the allocation we believe is best to meet your long term goals and objectives. Our team monitors the relationships between these asset classes for meaningful changes and rebalances the model on a regular basis back to the target allocation. This oversight ensures that your portfolio is managed in a consistent, disciplined manner. 

View Sample Portfolios >>

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Please read the following important disclosures:

Pricing for accounts under $1,000,000.  The fee for accounts over $1,000,000 is a flat 0.24%.  Call to discuss pricing for endowments, trusts, and institutional accounts.

Flat Fee Portfolios is a service offering of MACRO Consulting Group, LLC. 

Advisory Services offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission.  MACRO only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Please review Important Disclosure Information set forth in the last section of this web site. 

Information on this web site is directed toward U.S. residents only.