Philosophy
Successful portfolio management requires diversification, a competitive advantage, and strict risk control.
Diversification through a multi-asset class portfolio of low-cost exchange-traded funds (ETFs) is typically a good starting point for most investors. Given all the benefits of index investing, ETF PM offers various passive core portfolios with no advisory fee.
Competitive Advantage is found in our extensive experience actively managing extreme market volatility. Our research concludes that disciplined rules-based trend following offers the greatest “edge” in the market today, and we employ this style of active management in our fee-based portfolios.
Strict Risk Control is critical in protecting against severe market declines. Nobody can predict rare unexpected events and human emotion can be a liability in portfolio management. Therefore, our active strategies employ strict overriding controls in an effort to maintain annual risk limits of 8% to 12%.
Investors need cost-efficient portfolios that are strategically diversified by asset class and by investment process. At ETF PM, we treat investors as we would like to be treated if the relationship were reversed.
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