Are you satisfied with market results? Do you attempt to identify the most cost effective way to invest? If so, the Exceptional Portfolio, globally diversified passive portfolio may be just what you are looking for. Our team at Exceptional Portfolio applies a top down overview of the global marketplace and strategically aligns your portfolio in diversified market segments that we believe provide long term value.
US Large Cap
US Mid Cap
US Small Cap
International Small Cap
US Aggregate Bonds
This portfolio uses a Global Market Index Approach with exposures to stocks and bonds from both the U.S. and other developed and developing countries around the world.
WHO SHOULD CONSIDER THIS PORTFOLIO?
An investor with a long term investment horizon who is satisfied with market returns in exchange for low management fees.
Performance Information Available upon request.
The performance presented in the Morningstar reports is hypothetical historical performance of the Exceptional Portfolio ETF’s and Mutual funds currently held in the portfolios and is not reflective of past investment management decisions made by Exceptional Portfolio a division of CWC Advisors LLC. The performance is to be viewed as supplemental and for informational purposes only.
The supplemental performance data provided assumes the exceptional portfolios and blended index benchmarks are rebalanced at the end of each calendar year to original weightings. Future market fluctuations may require rebalancing the portfolio at other times of the year as warranted.
*Global Moderate Blended Benchmark consists of: 60% Morningstar Global Markets Gross Return USD Index and 40% Morningstar Aggregate Global Bond Index
*Global Moderate Social Blended Benchmark consists of: 60% MSCI ACWI Global ESG Gross Return USD Index and 40% Morningstar Aggregate Global Bond Index
*Exceptional Portfolios are rebalanced at the end of each calendar year to original weightings.
*Blended Indexes are rebalanced at the end of each calendar year to original weightings.