Galleon Core Accounts

Ultra-low-fee solutions for long-term investors

fees range from .1% to .4%

to use: drag asset classes (small circles) into Your Core.

Galleon Core Accounts

Ultra-low-fee solutions for long-term investors

fees range from .1% to .4%

The Importance of Core Investing

For investors seeking to build or maintain an investment portfolio that represents specific asset classes, core investing is vital. As the name suggests, core investing includes certain types of asset classes, sub-classes, sectors, industries and geographic regions that collectively represent a broad selection of stocks, bonds and fixed income products, and ETFs.

The Importance of Core Investing

As a general principle of investing, investors should consider developing a solid core of investments before expanding to other types of investments that increase portfolio risk. Our core accounts cover all major asset classes created by through a strict adherence to specific factors. We offer over 100 different ultra-low-fee of accounts to help investors create their core. View accounts below to learn more.

1. See Brison, Gary P., Hood, Rudolph L., and Beebower, Gilbert L. (1986). “Determinants of Portfolio Performance,” Financial Analysts Journal vol. 42 (4), July/August pages 39-44 (reprint, 1995, Financial Analysts Journal 51 (1), pages 133-138, 50th Anniversary Issue). Gary P. Brinson, Brian D. Singer, and Gilbert L. Beebower, 1991, “Determinants of Portfolio Performance II: An Update,” Financial Analysts Journal 47 (3), pages 40-48; Roger G. Ibbotson and Paul D. Kaplan, 2000, “Does Asset Allocation Policy Explain 40, 90, or 100 Percent of Performance?”, Financial Analysts Journal 56 (1), pages 26-33.

2. The model portfolio’s asset class weightings may deviate from the sample allocation shown.