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ETF Portfolio Management

Toll Free: (866) 409-5844

ETF Portfolio Management

ETF Portfolio Management

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ETF Portfolios

Passive multi-asset class indexing is an important starting point for all investors. Therefore, ETF PM provides a dynamic range of investable benchmark portfolios comprised of leading exchange-traded funds (ETFs). Be sure to read our book, watch our videos, and subscribe to our monthly market updates.

In order to broaden diversification, we also provide absolute return strategies. These active portfolios employ dynamic ETF rotation and were among the few worldwide to deliver gains in the crash of 2008, as well as subsequent extreme down markets in 2010, 2018, and early 2020.

See our investment portfolios for a complete strategy list and fee structure.

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2945 Townsgate Road, Suite 200
Westlake Village, CA 91361
Phone: (866) 409-5844 Toll-Free
Fax: (805) 480-1111

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