ETF Allocation Review
A full mapping of your ETF holdings — weights, overlap, factor tilt, and a written allocation brief you can keep.
Servicegrid Hub
Know what your ETF mix is doing — and when to leave it alone.
We review allocation, map sector and factor exposure, and track rotation signals with you in structured sessions. No product pitch. A working conversation about your holdings.
Consultations you can book
Each engagement is a scheduled session with preparation beforehand and written notes afterward. Choose the depth that matches where your portfolio stands today.
Rotation Briefing
A focused session on sector and factor rotation signals relevant to your existing ETF weights — not a trade hotlist.
Rebalance Session
A practical working meeting to translate allocation targets into trade tickets you can execute with your broker.
How an allocation review unfolds
You send current holdings and constraints. We prepare an exposure map — geography, sector, duration, and overlap. In session we walk the map together, mark where rotation may matter, and leave you with decisions you can act on with your broker — not a black-box recommendation.
Walk through the process
From recent client work
The allocation map showed I was triple-counting the same mega-cap names across three ETFs. That single finding paid for the session.
M. Harrington — ETF Allocation Review, expatriate investor
I wanted someone to challenge my rotation timing, not cheer it. The briefing was useful — though I still moved earlier than they preferred.
Siriwan K. — Rotation Briefing client
Ready to put your ETF sleeve on the table?
Tell us what you hold and what worries you. We will suggest the right consultation and a meeting window that works in ICT.
Schedule a conversation