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ETF PM Pledges $24,000 (12/11)

December 14, 2011 By dkreinces

A THOUSAND OAKS FINANCIAL ADVISOR PLEDGES $24,000 THROUGH FIRM’S “PLEDGE TO GIVE BACK”

ETF PM Supports Schools and Charities Selected by Clients

THOUSAND OAKS, CA (December 15, 2011) – ETF Portfolio Management (ETF PM), a specialized financial advisory firm, today announced that it is pledging $24,000 in charitable donations. The firm has a Pledge to Give Back in which it donates a portion of its annual advisory fees to the schools and charities selected by its clients.

This year, ETF PM plans to support more than 25 important community entities. The 10 entities selected by clients thus far include:

Casa de Amma – a unique apartment community in Southern California fostering growth and independence in adults with special needs through a broad spectrum of vocational, residential, social, and educational opportunities.

Lewiston High School – part of Lewiston Independent School District No. 1, in Lewiston, Idaho.

Malibu Adamson House Foundation (DBA Malibu Lagoon Museum) – a museum that preserves a classic home designed by Stiles O. Clements in 1929 along one of the most beautiful beaches in Southern California.

Memorial Sloan Kettering Cancer Center – one of the world’s premier cancer centers in patient care, research and education, with facilities in New York and the tri-state area.

Otsego Elementary School PTA – part of the Half Hollow Hills Central School District on Long Island, NY.

School On Wheels – a tutoring service for homeless children founded in 1993 by Agnes Stevens, a retired teacher in Santa Monica. Hundreds of volunteers work one-on-one with homeless children from grades K-12 throughout Southern California.

Thousand Oaks High School – part of the Conejo Valley Unified School District, Thousand Oaks, CA.

Triunfo YMCA – a facility in Westlake Village, CA, for youth development, healthy living and social responsibility. The Triunfo YMCA is part of the Southeast Ventura County YMCA’s three facilities which serve more than 26,000 people annually.

Unity Shoppe – a central distribution facility in Santa Barbara, CA, that allocates basic necessities to people who are referred by over 300 non-profit organizations.

Viewpoint School – a nondenominational, non-profit day school in Calabasas, CA, founded in 1961. Viewpoint is an independent, coeducational school serving grades K-12.

“During these challenging economic times, ETF PM is proud to support a diverse group of entities,” said David Kreinces, the firm’s Founder and Portfolio Manager. “These donations reflect our commitment to our clients and our community.

Click here for a PDF version.

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