See below or click here for our initial Pledge Announcement.
ETF PM Pledges $64,000
Financial Advisor Supports Schools and Charities Selected by Clients
THOUSAND OAKS, CA (December 22, 2014) – ETF Portfolio Management (ETF PM), a revolutionary financial advisory firm, has pledged $64,000 in charitable donations since 2010. The firm has a Pledge to Give Back in which a percentage of each client’s annual advisory fee is donated to the school or charity selected by the client.
The total amount above includes over $10,000 pledged for calendar year 2014. Since inception, ETF PM has helped to support the following 51 important community entities:
11 Schools (public & private) – Agoura HS, CA, Banyan, CA, Bridges Charter, CA, Gabrielino HS, CA, La Reina HS, CA, Lewiston HS, ID, Otsego, NY, St. Michael’s, CA, Sycamore Canyon, CA,Thousand Oaks HS, CA, Viewpoint, CA.
Alzheimer’s Foundation of America – provides care and services to individuals confronting dementia, and to their caregivers and families.
Because of Hope – seeks to sustainably empower widows and orphans living in Uganda.
Cabrillo Music Theatre – a non-profit theatre company that presents locally-produced, professional music theatre at the Thousand Oaks Civic Arts Plaza in Southern California.
Calvary Chapel Echo Park – a small fellowship that annually supplies over 100 Thanksgiving food baskets to local elementary schools in the Echo Park area of Los Angeles.
Casa de Amma – an apartment community in Southern California fostering growth and independence in adults with special needs.
Casa Pacifica – serves abused and neglected children and adolescents, and those with severe emotional, social, behavioural, and mental health challenges.
Catholic Charities USA – provides help and hope for people, regardless of their religious background, through efforts to reduce poverty, support families, and empower communities.
Children’s Aid Society – a group that has been serving New York’s neediest children and families for over 150 years. All aspects of child development are addressed at over 45 locations.
Children’s Healthcare of Atlanta – one of the largest pediatric clinical care providers nationwide, serving over 850,000 patient visits annually, via three hospitals, and 24 neighbourhood locations.
Compassionate Service Society – facilitates the practice of Bodhisattva (altruism) and promotes holistic living through a spiritual and healing environment for body, mind and spirit.
Craig D. Tifford Foundation – provides funding for research, to increase public awareness, and to further patient education and support for men with testicular cancer.
Cure Dystonia Now – provides funding for research to help treat, and find a cure, for the Dystonia movement disorder.
From Chrysalis to Wings – a provider of counselling, support, and education for families with malformation caused by birth defects or disfiguration of the body due to illness or trauma.
Georgia Network for Educational and Therapeutic Support – 24 programs that support the local school systems’ continuum of services for students with disabilities, ages 3-21.
Gerson Institute – curing people with chronic degenerative diseases (cancer, diabetes, heart disease, arthritis, etc.) for over 60 years, with an organic vegetarian diet and raw juices.
Hearing Health Foundation – founded in 1958, the foundation works to prevent and cure hearing loss through ground-breaking research.
Inheritance of Hope – a provider of books and literature, life-changing family retreats, and support for children and families with a parent diagnosed with a life-threatening illness.
Itty Bittys and Pitties Rescue – Jolie Foley’s all breed dog rescue in the Conejo Valley, CA.
Khan Academy – a free world-class education system through an extensive video library covering everything from K-12 math to science, history, and finance. Khan is revolutionizing education by helping anyone with Internet access to learn efficiently and at their own pace.
Malibu Adamson House Foundation (DBA Malibu Lagoon Museum) – a museum in Southern California that preserves a classic home designed by Stiles O. Clements in 1929.
Memorial Sloan Kettering Cancer Center – one of the world’s premier cancer centers in patient care, research and education, with facilities in New York and the tri-state area.
Michael J. Fox Foundation - working to cure Parkinson’s disease, and to develop improved therapies for patients.
Muscular Dystrophy Association Southern Nevada – a leading health agency dedicated to finding treatments and cures for muscular dystrophy, ALS, and other neuromuscular diseases.
Nature Conservancy – a leading conservation organization working to protect ecologically important resources.
Newbury Park Basketball Association – operates a basketball league for grades 3-9, in Newbury Park, CA.
Performing Animal Welfare Society – a sanctuary for animals who have been the victims of the exotic and performing animal trades.
Ronald McDonald House New York – a home-away-from-home for families to stay close to their hospitalized child at little or no cost.
Salvation Army New Jersey – for more than a century, The Salvation Army has provided social and spiritual services to communities worldwide.
School On Wheels – a tutoring service for homeless children founded in 1993 by Agnes Stevens, a retired teacher in Santa Monica. Hundreds of volunteers work one-on-one with homeless children from grades K-12 throughout Southern California.
Seeds of Peace – an internationally-recognized organization dedicated to empowering young leaders from regions of conflict with the leadership skills required to advance reconciliation and coexistence.
St. Jude Children’s Research Hospital – a research hospital that is internationally recognized for its pioneering research and treatment of children with cancer and other catastrophic diseases.
Suffolk Y Jewish Community Center – a social service agency concerned with individual growth through meaningful group experiences.
Team for Kids – the youth and community service arm of NYRR, bringing free running programs and wellness events to schools and neighborhoods, serving over 200,000 children.
The Greater Contribution – provides micro loans to poor women in Africa to enable them to create or expand a small business and work their way out of poverty.
Turtle Conservancy – a scientific and educational organization for the conservation of turtles and tortoises around the world.
United States Power Squadrons Educational Fund – promotes the development of educational programs in boating, navigation, engine maintenance, weather, and safety.
Unity Shoppe – a central distribution facility in Santa Barbara, CA, that allocates basic necessities to people who are referred by over 300 non-profit organizations.
Wounded Warrior Project – honors and empowers 60,000 injured service members through 20 free programs that nurture their minds and bodies, and encourage economic empowerment.
“ETF PM is proud to partner directly with our clients and the community,” said David Kreinces, the firm’s Founder and Portfolio Manager. “These donations reflect our passion for innovation, diversification, and community service.”
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ETF PORTFOLIO MANAGEMENT
ANNOUNCES PLEDGE TO GIVE BACK
MANAGER WILL DONATE 15% OF ADVISORY FEES
TO SCHOOLS AND CHARITIES
- Advisor makes partnership with clients and their communities a primary focus -
LOS ANGELES AND NEW YORK; December 16, 2009 – ETF Portfolio Management (ETF PM), a specialized absolute return investment management firm, will donate 15% of our advisory fees annually to the schools and charities of our clients. The pledge applies to new firm clients immediately and extends to pre-existing clients in 2011. (*Note: In 2015 the Pledge was reduced to 5%, down from 8% in 2013, and down from 15% originally.)
“ETF PM is proud to partner directly with our clients and their communities. Education is a common denominator that benefits society in many ways, and our firm is honored to help support a diverse group of charities,” said David Kreinces, the firm’s Founder and Portfolio Manager. Clients may each submit one 501(c)(3) organization annually for approval.
After launching ETF PM in late 2007, the firm was first in offering strategically passive core portfolios with no advisory fee, and ETF PM was among the few portfolio managers worldwide to deliver positive performance during the market downturn in 2008.
“At ETF PM, we treat investors the way we would like to be treated if the relationship were reversed. This pledge to give back is another way to demonstrate our commitment to investors and their communities,” said Sam Baughn, ETF PM’s COO and CFO.
Click here for a PDF version.
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