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How Agile Is Your Portfolio?


Agile Investments is a registered investment advisor that manages diversified portfolios on behalf of our clients.

We construct portfolios principally with exchange-traded funds.  ETFs are ideal asset allocation tools; they provide
a compelling combination of low-costs, transparency, diversification, and tax-efficiency.


Agile Investments is targeted to investors seeking to:

  • Emphasize asset allocation - the key factor in portfolio performance
  • Diversify across a broader range of asset classes
  • Tactically adjust exposure based on the risk/return profile of each asset class
  • Defend capital during bear markets
  • Minimize investment costs and taxes
  • Remove emotion from the decision making process

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Agile Investments does not guarantee the accuracy or completeness of this report, nor does Agile Investments assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only.  

The information contained in this report may not be published, broadcast, rewritten or otherwise distributed without prior written consent from Agile Investments.

© 2013, Agile Investments. All rights reserved.