“Successful investing is about holding the right assets, in the right allocation at the right time.”

Tyler Mordy

CEO & CIO

GLOBAL INVESTING SIMPLIFIED: WHY WE USE ETFs

Forstrong Global has the longest track record in the world for constructing and managing global balanced, exchange traded funds (ETF) portfolios. Essentially, ETFs are mutual funds that trade on an exchange but they have several benefits:

  • Asset Diversification – Ability to replicate specific index, market, sector, country, currency or region
  • Cost Effectiveness –ETFs have significantly lower management expense ratios than retail mutual funds
  • Portfolio Transparency – Daily accounting of fund holdings vs. monthly or quarterly for mutual funds
  • Trading Liquidity – Ability to trade whenever markets are open

Studies Show
Asset Allocation is most important