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By strong advisor and investor demand that reached a fever pitch, we have added to the platform a longer-duration Treasury ETF model named EQIS Long Term Treasury ETF Model. Here are the highlights.
The initial model consists of 70% SPDR® Portfolio Long Term Treasury ETF (SPTL) and 30% iShares 20 Plus Year Treasury Bond ETF (TLT). Freedom will not charge a model strategist fee and the ETF operating expenses are low. Model minimum is $5,000 and is available for purchase both standalone as its own model and as a sleeve in a multi-sleeve UMA model.
Contact your Freedom Advisors Consulting Team to find out more about this strategy or click on the strategy name in the Freedom Advisors Model Center where you will find extensive information.
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Freedom Advisors offers a turnkey asset management platform (TAMP) with a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes for their clients.
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