Company Spotlight (6/09)

Company Spotlight: ETF Portfolio Management

Saff Reports, 6/21/09

Owner: David Kreinces.

Product or service: Portfolio management.

What prompted you to start your own business? Success managing portfolios for individual investors in the Merrill Lynch Private Client Group and experience with extreme market volatility in the Internet bubble and crash prompted me to start my own business.

What is your educational and career background? I have an undergraduate degree in accounting from Emory University and master’s degree in real estate finance from Georgia State University. I’ve been an institutional high yield bond research analyst for Bear Stearns and have long/short portfolio management experience managing a hedge fund in the Internet bubble.

How much research did you do before starting your business? I’ve put in extensive research, in that our firm provides the same service that I provided my clients at Merrill Lynch for the prior three years.

What were the most helpful sources, including Web sites? One of the most helpful sources was David Swensen’s book “Unconventional Success” and Barclay’s iShares stable of ETFs and fact sheets.

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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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