Fund and ETFs Asia ETF (US Tax) Asia is the fastest growing major economic region in the world and will remain so, yet most investors have minimal exposure. Global Balanced ETF (US Tax) Broad participation in global risk assets such as stocks, bonds and commodities. Global Conservative ETF (US Tax) Broad participation in global risk assets such as stocks, bonds and commodities. Global Equity ETF (US Tax) A core, globally diversified equity strategy that uses ETFs to own the market at low cost. Global Fixed Income ETF (US Tax) No betting the farm or short-term trading: time in right parts of market, not timing the market. Global Moderate ETF (US Tax) Broad participation in global risk assets such as stocks, bonds and commodities. Commodities (US Tax) A diversified allocation to commodities, to provide an inflation benefit and to diversify from traditional stock and bond exposures. Muni CEF A portfolio of municipal closed-end funds that generates a federal tax-exempt yield for US investors. US Focused Balanced ETF A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes. US Focused Conservative ETF A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes. US Focused Equity ETF A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes, with an emphasis placed on maximizing growth. US Focused Fixed Income ETF A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes with an emphasis placed on capital preservation. US Focused Moderate ETF A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes.