Read our most recent model portfolio holding and performance reports

  • By providing your email address, you agree to receive emails from MTC.

Say Hello to the Model RIA Partnership.

MTC’s investment strategies currently include seven ETF Portfolio Models that range from conservative to aggressive allocations. As a result, they allow members and advisors to access low-cost investment management solutions across a wide array of investment needs.

We tactically manage our portfolios with opportunistic rebalancing strategies by changing the composition and weighting of the underlying holdings as the market fluctuates. In most circumstances, we follow a mean-reversion based portfolio management approach that buys equities during market declines and sells equities during market rallies.

Our Services are at Your Service.

Getting started is easy.

  • By providing your email address, you agree to receive emails from MTC.