Form ADV brochure · investment strategy
by Interactive Advisors · via Form ADV brochure
This is the only portfolio IA recommends, based on the client's risk score; it recommends none to India-channel clients. In the custom version, clients can move each ETF weight by up to 3% and add 1%-3% sector "industry tilt" ETFs. The ESG version uses higher-cost ESG ETFs launched in 2016-2018.
Description from Form ADV brochure
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“generally 10-14 ETFs”
“Optional, no extra fee, taxable accounts only; quarterly”
“muni bonds for taxable accounts”
No published holdings for this strategy.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Multi-asset label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
7 missing
The text the rules are quoted from, with where it came from.
Equity, bond and inflation-hedging components dialed up or down by target risk; generally 10-14 ETFs; muni bonds for taxable accounts
This is the only portfolio IA recommends, based on the client's risk score; it recommends none to India-channel clients. In the custom version, clients can move each ETF weight by up to 3% and add 1%-3% sector "industry tilt" ETFs. The ESG version uses higher-cost ESG ETFs launched in 2016-2018.
Preset weights per client risk score and account type (taxable vs IRA)
Optional, no extra fee, taxable accounts only; quarterly
Every value on file, each labelled with its calculation basis and as-of date.
| Rebalancing (methodology text) | Quarterly to target weights |
| Management / advisory fee | 0.20% | ||
| Minimum investment | $100 |
Composer Technologies · Composer
Composer Technologies · Composer
