Low Cost Exchange Traded Fund Portfolios

All GWP portfolios are made up of a mix of low-cost exchange-traded funds (ETFs). An ETF is a type of fund that owns groups of assets like stocks or bonds and is designed to provide portfolio returns in line with a particular index, such as the S&P 500. ETFs can provide you a diversified portfolio and are traded like stocks, making it easier to take advantage of market changes and potential tax-saving opportunities.

Your GWP portfolio may contain up to nine ETFs—six equity and three fixed income—each in line with a different index target and invested in U.S. or foreign stocks and bonds.

An investment in exchange-traded products (ETPs) involves risks such as market, nondiversification, price volatility, liquidity, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking error.

Building the Portfolios

LPL Research, our partner and portfolio manager, created the allocations for GWP portfolios using the nine primary ETFs.

The team behind this work includes 50 research professionals, each with an average of 10 years' industry experience, who manage $22 billion of assets* across several platforms and maintain more than 300 portfolios tailored to specific investment objectives.

The GWP ETF allocations were constructed based on the team's market outlook for the next 12 to 18 months and are periodically reviewed to determine if shifting is necessary to ensure the allocations remain well diversified.

ETFs Used in Guided Wealth Portfolios

Equity ETF's

Ticker  Name
IWF iShares Russell 1000 Growth 
IWD iShares Russell 1000 Value
MDY SPDR S&P Midcap 400
SLY SPDR S&P 600 Small Cap
IEMG iShares Core MSCI Emerging Markets 

Fixed Income ETF's

Ticker  Name
BND Vanguard Total Bond Index
VCIT Vanguard Intermediate-Term Corp Bond 
JNK SPDR Barclays High Yield Bond

    *As of December 2017

Please call us if you have any questions!  423-307-5330

Your financial advisor can provide you with information regarding the special risks associated with the underlying ETFs used in Guided Wealth Portfolios.
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program.An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.