ETF Portfolio Management, LLC

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. Since it is difficult for most investors to outperform indexing, we do not charge an advisory fee for our passive core portfolios.

Competitive Advantage is found in our extensive experience actively managing extreme market volatility. Our research concludes that 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%.