Rushmore Core

Automated ETF portfolios for cost efficient, long-term wealth accumulation.

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Structure

ETF-only model portfolios, discretionary. No individual securities. Limited human overlay.

Fee

Approximately 0.25% AUM (or equivalent low flat fee). No performance fee.

Oversight

Algorithmic rebalancing + annual review. IPS driven. Clear, liquid ETF holdings.

Four ETF Model Portfolios

Conservative

Higher fixed-income, capital-preservation focus.

Balanced

Core 60/40-style risk mix for steady compounding.

Growth

Equity-forward with diversifiers to manage drawdowns.

High Growth

Maximum equity exposure within the ETF mandate.

Key Features

Strategic Allocation

Broad market ETFs across equities & fixed income, with disciplined rebalancing.

Transparent & Liquid

Daily liquidity; holdings visible by ticker; no lockups or performance fees.

Simple Experience

Digital onboarding, automated monitoring, annual review with an advisor.

Pricing

Advisory Fee

~0.25% AUM (ETF expense ratios separate). No performance fee.

Rebalancing

Rules-based rebalancing with limited human overlay. Annual review included.

Next Step

See the model lineup and mapping from Planning.

Request Access

Core is an ETF-only advisory program. It does not include security customization or individual-stock selection.

Explore Next

Edge

Active discretionary management with tactical risk controls and hedging.

Elite

CPO alternatives & principal mandates (qualified investors).

Back to Planning

Revisit your roadmap and IPS before selecting a model portfolio.

Comprehensive financial planning including retirement, tax, estate, and risk strategies for professionals seeking tailored wealth solutions.

Discover integrated wealth management and alternative investing solutions tailored to your financial goals at Rushmore Capital Partners.

Efficient. Transparent. Disciplined.