See below or click here for our initial Pledge Announcement.
ETF PM Pledge Hits $97k
Financial Advisor Gives Investable Benchmark Grants to Students
WESTLAKE VILLAGE, CA (June 1, 2020) – ETF Portfolio Management (ETF PM), a revolutionary financial advisory firm, has pledged $97,000 in charitable donations since 2010. The firm has a Pledge to Give Back in which a percentage of each client’s annual advisory fee is donated to fund student grants annually.
The total amount above includes $6,000 pledged for calendar year 2019 with half of the funds going to Investable Benchmark Grants and half going to a portfolio to provide these grants perpetually. This month, six students will each be awarded grants of $500.
Investable Benchmark Grants
The student grant winners will be asked to invest the $500 they each receive in the 3x Nasdaq 100 ETF (symbol: TQQQ). Students will also be given ETF PM’s book, titled “Investable Benchmarks: A Guide to ETFs Technology and Leverage.”
“Our intention is to give back by supporting financial literacy and independence. These grants are designed to share the lesson that leveraged diversification can be a free retirement nest egg,” said David Kreinces, ETF PM’s Founder and Portfolio Manager.
Universal Basic Investment
“This priceless lesson can help all investors, especially those most in need. We also believe that a similar model can facilitate universal basic income, and/or a subsidized living expense system, via a ‘universal basic investment’ in top equity index exchange-traded funds (ETFs), with moderate leverage.”
American Dream ETF
At ETF PM, we have named TQQQ the “American Dream ETF” for the following main reasons:
- The Nasdaq 100 (QQQ) appears to be the “next-generation” S&P 500 (SPY/VOO) and it recently became one of just four ETFs to surpass $100 billion in assets. This dynamic ETF offers core equity diversification with a heavy focus on technology and growth.
- While past performance can never guarantee future results or positive returns, QQQ beat SPY this past decade returning 19% annualized versus 13% for the S&P 500. Adding moderate leverage, the 3x Nasdaq 100 (TQQQ) returned almost 43% annualized. At this outrageous rate of return, a $500 investment could grow to $2 million in 23 years. Even at a far lower 26% annualized return, $500 could still grow to $2 million in 36 years.
- Technology has been the strongest trend in recent decades and advancements in artificial intelligence are widely expected to deliver unprecedented levels of innovation ahead.
As investors add to their portfolios over time, the investable benchmarks are presented for core diversification. Prior to 2019, these annual donations were given to schools and charities selected by ETF PM clients. Since inception, ETF PM has helped to support the following 69 important community entities:
12 Schools (public & private)- Agoura HS, CA, Banyan, CA, Bridges Charter, CA, Gabrielino HS, CA, La Reina HS, CA, Ladera, CA, Lewiston HS, ID, Otsego, NY, St. Michael’s, CA, Sycamore Canyon, CA, Thousand Oaks HS, CA, Viewpoint, CA.
Two YMCAs – Miller Family & Triunfo, 5-Star Theatricals, ALLWAYZ ON STAGE, Alzheimer’s Foundation of America, American Heart Association, American Red Cross, Because of Hope, Cabrillo Music Theatre, Calvary Chapel Echo Park, Casa de Amma, Casa Pacifica, Catholic Charities, Chabad Newbury Park, Children Without Shoes International, Children’s Aid Society, Children’s Healthcare of Atlanta, Children’s Hospital Los Angeles, Compassionate Service Society, Craig D. Tifford Foundation, Crohn’s & Colitis Foundation of America, Cure Dystonia Now, From Chrysalis to Wings, Georgia Network for Educational and Therapeutic Support, Gerson Institute, Greater Contribution, Hearing Health Foundation, Hippocrates Health Institute, Inheritance of Hope, Itty Bittys and Pitties Rescue, Khan Academy, Lend A Hand Project, Malibu Adamson House Foundation, Memorial Sloan Kettering Cancer Center, Michael J. Fox Foundation, Muscular Dystrophy Association Southern Nevada, Nature Conservancy, Newbury Park Basketball Association, NORML, Performing Animal Welfare Society, The Philadelphia Foundation, Realm of Caring Foundation, Ronald McDonald House New York, Salvation Army New Jersey, School On Wheels, Seeds of Peace, St. Jude Children’s Research Hospital, Suffolk Y Jewish Community Center, Team for Kids, Turtle Conservancy, United States Power Squadrons Educational Fund, Unity Shoppe, Vegan Shift, Weinstein Hospice, and Wounded Warrior Project.
About ETF Portfolio Management
ETF Portfolio Management (ETF PM) is a revolutionary financial advisory firm that specializes in strategic diversification and risk control. The firm customizes active and passive investment portfolios for each client account. Client accounts may be held at Interactive Brokers. Other custodians may be available upon request.
For more information, visit www.etfpm.com.
CONTACT: ETF Portfolio Management, LLC
email: firstname.lastname@example.org ______________________________________________________________________________ See below for our initial Pledge Announcement.
ETF PORTFOLIO MANAGEMENT ANNOUNCES PLEDGE TO GIVE BACK
MANAGER WILL DONATE 15% OF ADVISORY FEES TO SCHOOLS AND CHARITIES
– Advisor makes partnership with clients and their communities a primary focus –
LOS ANGELES AND NEW YORK; December 16, 2009 – ETF Portfolio Management (ETF PM), a specialized absolute return investment management firm, will donate 15% of our advisory fees annually to the schools and charities of our clients. The pledge applies to new firm clients immediately and extends to pre-existing clients in 2011. (*Note: In 2019, the Pledge was transitioned to a donor fund structure. In 2015, the Pledge was reduced to 5%, down from 8% in 2013, and down from 15% in 2010.)
“ETF PM is proud to partner directly with our clients and their communities. Education is a common denominator that benefits society in many ways, and our firm is honored to help support a diverse group of charities,” said David Kreinces, the firm’s Founder and Portfolio Manager. Clients may each submit one 501(c)(3) organization annually for approval.
After launching ETF PM in late 2007, the firm was first in offering strategically passive core portfolios with no advisory fee, and ETF PM was among the few portfolio managers worldwide to deliver positive performance during the market downturn in 2008.
“At ETF PM, we treat investors the way we would like to be treated if the relationship were reversed. This pledge to give back is another way to demonstrate our commitment to investors and their communities,” said Sam Baughn, ETF PM’s COO and CFO.