There are a number of investment portfolio options available on the ModernAdvisor platform, including:

Investment Option

Style

Management Fee*

Core ETF (most popular)

Passive

0.40%

Socially Responsible ETF Portfolios

Passive

0.40%

Harmony Portfolios

Blend of passive and actively managed

0.70% or less depending on account balance

Guardian Capital Core Portfolios

Actively managed

0.85% per year

Guardian Capital Responsible Portfolios

Actively managed

0.85% per year

BCV Portfolios

Actively managed

0.90% per year


All of these portfolio options are professionally designed by a team of CFA charterholders and could be suitable for you when matched to your risk tolerance and appetite.

Having said that, each portfolio option has unique characteristics that may make it a better fit for certain clients or accounts. For example, clients who would like to keep their investment fees as low as possible often prefer our ETF portfolios. Conversely, clients who prefer active investment management typically choose between Guardian Capital and BCV portfolios.

To find which portfolio matches your preferences, take a short questionnaire:

Investment Style

The chart below shows where each of our portfolio options falls on the passive/active spectrum.

For a definition of industry-specific terms such as Security Selection and Tactical Asset Allocation refer to this article.

Minimum Investment and Underlying Investments

The minimum investment and the type of funds used in each of our portfolio options are listed below.

Investment Option

Investment Vehicles

Minimum Investment

(per account)

Core ETF (most popular)

Exchange Traded Funds (ETFs)

$1,000

Socially Responsible ETF Portfolios

Exchange Traded Funds (ETFs)

$1,000

Harmony Portfolios

ETFs and Mutual Funds

$5,000

Guardian Capital Core Portfolios

Mutual Funds

$2,500

Guardian Capital Responsible Portfolios

Mutual Funds

$2,500

BCV Portfolios

Mutual Funds

$2,500

Still not sure which portfolio option is right for you?

Take this short quiz, or reach out to one of our portfolio managers.

* The management fee does not include fund fees and any service fees charged by the referring financial planner. Fund fees vary depending on the portfolio option and the Risk Level of your account.

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