ETF PORTFOLIO MANAGEMENT (ETF PM) is a financial advisory firm working to protect and grow client investment assets. We specialize in rules-based investing in an effort to provide strategic diversification with strict risk control and low advisory fees. Client accounts may be held at Schwab Institutional or Goldman Sachs.
Over the past five years, our Aggressive Growth portfolio gained +38.5% while the S&P 500 gained just +1.5%. 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 offer passive core portfolios with no advisory fee. This important innovation helps to maximize client value by providing tough competition for active management. In 2009, our free core 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.