ETF PORTFOLIO MANAGEMENT (ETF PM) is an investment advisory firm that specializes in managing portfolios of exchange-traded funds (ETFs). Client accounts may be held at Schwab Institutional or Goldman Sachs. We offer both active and passive portfolios in order to deliver strategic diversification with strict risk control and low advisory fees.
Over the past five years, our Aggressive Growth portfolio gained +41.6% while the S&P 500 lost -1.6%. Our other actively managed portfolios have impressive performance as well, and in 2008, our Global Growth portfolio gained +20.8% while the S&P 500 lost -37.0%.
ETF PM is also proud to be first nationwide in offering free strategic core ETF portfolios since 2007. This important innovation maximizes the value proposition for clients by providing tough competition for active management. In 2009, our no-fee core ETF portfolios all increased by over 22%.
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Past performance is not an indication of future results. See our disclosures page for full disclosures on all of ETF PM’s portfolios.