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Custom Values-Based Portfolios: Services
EXAMPLES
Funds That We Utilize In Our Portfolios
The funds below are just a few of the many investment options that Patriot Wealth uses to construct it's portfolios and strategies for our clients.
LYFE
Life Neutral Plus ETF
The Fund seeks to meet its investment objective by primarily investing its net assets, plus borrowings for investment purposes, if any, in the equity securities of large- and mid- capitalization US companies that meet its social criteria. The Fund uses both a fundamental security analysis and proprietary social rating system to select the equity securities for the portfolio.
Custom Values-Based Portfolios: List
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