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Invest According to Your Risk Tolerance.
Let Us Help Bring Balance to Your Portfolio
Our team is proud to provide tailored retirement plans to every client who steps through our doors. Diversidex and Flex are programs you’ll only find at Stone House, and we created them with our clients in mind.
Diversidex®
Diversidex® is our Diversified Index ETF platform that invests your assets according to your risk tolerance across a wide array of assets through low-cost ETFs. We update the portfolios quarterly and when there are significant changes to the investment landscape. We rebalance your portfolio automatically, reconcile your accounts daily, and continuously monitor for fraudulent transactions. *
FLEX
FLEX is our in-house risk management strategy that, when added to Diversidex, moves a portion of the equities portfolio to a money market fund when volatility in the market spikes, and then puts it back into equities when the volatility begins to subside. This strategy may help mitigate some of the potential losses that come in corrections and bear markets*.
*Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.