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Core Portfolios

Lake Avenue Financial's goal is to help as many people as possible to experience financial well-being. As a fiduciary to our clients, we strive to help individuals build their savings so it can serve them throughout their lives by making investing easier and more affordable. For that reason, we utilize iShares ETFs in our Core Portfolios. These uniquely constructed portfolios are designed for times like these, when you need your investments to do more: appreciate in value, generate income, help manage risk and seek to preserve your assets for the long haul. Utilizing our own proprietary research and rebalancing parameters, Lake Avenue Financial has been able to optimize the iShares Core ETF Portfolios for less risk and more reward potential. 

Coupled with cutting-edge technology, the Core Portfolios are available on the Altruist platform, that will give you a delightful experience with your money. See how they fit together and start building your own personal savings.

Strengthen your portfolio. Lower your costs.

iShares Core ETFs are low-cost funds for the core of your portfolio, providing comprehensive coverage of U.S. & international stocks and bonds. iShares Core ETFs cost about 1/10 as much as the typical mutual fund.1 The impact of expenses on a fund’s performance magnifies over time, making low fees especially important for long-term investments.

Choose the portfolio that's right for you!

For accounts from $5,000 - $250,000

  • Core Portfolio 10
  • Core Portfolio 20
  • Core Portfolio 40
  • Core Portfolio 55
  • Core Portfolio 70
  • Core Portfolio 85
  • Core Portfolio 100

Why use iShares Core ETFs?

  • They can help you keep more of what you earn
  • Diversified, low-cost and tax efficient
  • Cost 1/10 as much as the typical mutual fund1
  • Brought to you by BlackRock, trusted with more money than any other investment firm in the world2





1. Source: Morningstar, as of 12/31/14. Comparison is between the Prospectus Net Expense Ratio for the average iShares Core ETF (0.13%) and the average Open-End Mutual Fund (1.27%) available in the U.S.

2. Based on $4.77 Trillion in assets under management as of 3/31/15.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

Investment comparisons are for illustrative purposes only. To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the products' prospectuses.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

©2015 BlackRock, Inc. All rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

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