Clients give ETF PM authority to manage the trading within their accounts and to withdraw our stated advisory fees. We use Schwab or Goldman Sachs, leading third-party custodians, to provide investors with a variety of services including statement reporting and online access. Other custodians may be added although certain restrictions apply.
ETF PM is independent from Schwab and Goldman. Our firm employs custodial services in order to maximize the operating efficiency and security of clients assets.