ETFs, Stocks, Bonds, & Funds

Core investment portfolios are built using ETFs, global stocks, bonds, indices, and Mutual Funds.


As an independent company, Reshape’s open architecture model provides clients access to the universe of investment funds and portfolio strategies without bias. This is an important difference, as many wealth managers are confined to proprietary products and you are limited to what’s available to them. Reshape, on the other hand, evaluates and recommends ETFs, funds, and investments throughout the world, essentially an unlimited universe to identify the best investment opportunities and the lowest costs for clients.


Reshape also has access to more specialized offerings such as MLPs and REITs.