ETF Portfolio Management (ETF PM)
Business Genre
Short Business Description
A revolutionary financial advisor specialized in investing with index funds and ETFs. We customize active and passive investment portfolios, for a wide range of clients, at an ultra-low-cost.
Long Business Description
ETF PM created investable benchmark portfolios to provide strategic indexing solutions that deliver strong performance and material fee savings. These core multi-asset class portfolios are an important starting point for all investors. In addition, we provide absolute return strategies that broaden diversification and reduce risk. Our active ETF trend following strategies delivered gains in the crash of 2008, with strong long-term performance. ETF PM is also part community owned via our Pledge to Give Back. On an annual basis, we donate a percentage of each client’s advisory fees to the school or charity selected by that client. Vegan owned business based in Thousand Oaks, CA.