Clients give ETF PM authority to manage the trading within their accounts and to withdraw our stated advisory fees. We use Schwab, a leading third-party custodian, to provide investors with a variety of services including statement reporting and online access. Other custodians may be available upon request.

ETF PM is independent from Schwab. Our firm employs custodial services in order to maximize the operating efficiency and security of clients assets.

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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

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