• The Brookmont Managed ETF Strategy is a portfolio consisting of several Electronic Traded Funds that are allocated based upon a client's specific profile.
• The portfolios are diversified and include assorted equity and fixed income ETF's from Barclays Global Investors (iShares®) and the Vanguard Group
• Portfolios are rebalanced on a quarterly basis to prevent allocation drift
• Portfolios include a mix of several asset classes:
  • Equity holdings include a broad base of domestic and international stocks
    Large-Mid-Small Cap Domestic Equities, plus International and Emerging Markets
  • Fixed income holdings include taxable funds that provide monthly income payments
  • Real Estate Investment Trusts are included as a third asset class

Advantages of investing in the Managed ETF Strategy:

• Broad market diversification
• ETF's trade during the day on the American Stock Exchange, NASDAQ, and NYSE
• ETF's are very liquid
• An efficient rebalancing process for fixed income allocations
• No risk of a change in management
• No front-end sales charges and low annual expenses
• More tax-efficient than mutual funds
• Professional asset allocation and investment analysis from Brookmont Capital

iShares ® is a Registered Trademark of Barclays Global Investors. Securities are not FDIC insured and may lose principal value. Electronic Traded Funds are invested similar to a specific index. Returns may differ from the actual index return due to internal fees, tracking errors, and liquidity.