Global Index Portfolio Considerations April 2017

An indexed portfolio is one of the most efficient methods of providing an investor the broadest exposure to the market for targeted or smaller size accounts. A portfolio under $10,000 may be well served in terms of market return and reduced management fees as well as lower transaction costs by using a single Large Cap index such as IVV, a security that mimics the S&P 500 Index. Once the portfolio reaches a level greater than $10,000 and under $250,000, an expanded investment footprint may be the best vehicle.