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Choice Advisor
Choice UMA
Choice SMA
Choice ETF
Choice Fund
Choice 401k Vestwell TAMP

CHOICE ETF is a professionally managed multi-strategy Exchange Traded Fund (ETF) investment program. We bring together in a single portfolio, multiple asset classes and investment strategies, which offer multiple sources of potential return and may improve a client's risk-reward profile relative to less diversified approaches. In addition, the portfolio is monitored on an ongoing basis and adjusted to stay on track with a client's goals as the markets evolve. CHOICE ETF provides the following unique benefits:

• Diversification

• Goal-Based Asset Allocation

• Risk Management

• Disciplined Rebalancing

• Tax Aware Implementation

• $50,000 Account Minimum


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