ETF Portfolio Management, LLC
ETF PORTFOLIO MANAGEMENT (ETF PM) is a firm specializing in managing individual investor portfolios. We trade Exchange-Traded Funds (ETFs) within those portfolios utilizing proprietary Trend Following strategies without the use of leverage.
The firm’s absolute return strategies and strategic core portfolios are available to Independent Registered Investment Advisors (RIAs) and their investor clients in separately managed accounts. Investors give ETF PM authority to manage their account, while receiving full transparency and daily liquidity from Charles Schwab & Co., a leading independent third-party custodian.
Absolute Return Strategies
In the face of the second market crash this decade, investors are searching for strategies that can potentially deliver positive returns in declining markets. At ETF PM, our quantitative absolute return strategies are used to actively manage investor portfolios. These strategies not only outperformed the market in 2008, our oldest strategy has cumulative returns better than all broad market indices for over four years.
Strategic Core Portfolios
Most investors, including many mutual funds, find it very difficult to achieve long-term returns that outperform the broad market, such as the S&P 500 Index.
Like David Swensen, endowment fund manager of Yale University, our research concludes that investors should start their growth portfolios with diversified, multi-asset-class ETFs in order to capture a “strategic” market return versus the return of a broad-market index fund. Therefore, at ETF PM, we have designed several strategic core portfolios as suggested examples of a well-diversified passive portfolio.
| Corporate Office
350 Via Las Brisas, Suite 270
Newbury Park, CA 91320
p. 805 480 9785
f. 805 480 1111
email: info@etfpm.com
|
New York Office
Sam Baughn p. 646 703 0007 e. sbaughn@etfpm.com |
Laguna CA Office
Ed Holliday p. 949 365 0790 e. eholliday@etfpm.com |
