Pledge to Give Back

ETF PM PLEDGES $53,000

Financial Advisor Supports Schools and Charities Selected by Clients

THOUSAND OAKS, CA (December 17, 2013) – ETF Portfolio Management (ETF PM), a revolutionary financial advisory firm, has pledged $53,000 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 2013. Since inception, ETF PM has helped to support the following 42 important community entities:

10 Schools (public & private) - Agoura HS, CA, Banyan Elementary, CA, Gabrielino HS, CA, La Reina HS, CA, Lewiston HS, ID, Otsego Elementary, NY, St. Michael’s, CA, Sycamore Canyon, CA,Thousand Oaks HS, CA, Viewpoint, CA.

Two YMCAs – Miller Family & Triunfo, facilities in Southern California for youth development, healthy living, and social responsibility.

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.

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.

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.

Hearing Health Foundationfounded 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.

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.

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.

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.

“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.”

Click here for a PDF version.

See below or click here for our Pledge Announcement.

 

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 2013, the Pledge was reduced to 8%, 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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© 2013 ETF Portfolio Management, LLC

ETF Portfolio Management, LLC
350 Via Las Brisas, Suite 270
Newbury Park, CA 91320
Phone: (866) 409-5844 Toll-Free
Fax: (805) 480-1111
Email: info@etfpm.com

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