Clients give ETF PM authority to manage the trading within their accounts and to withdraw our stated advisory fees. We use Interactive Brokers, 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 Interactive Brokers. Our firm employs custodial services in order to maximize the operating efficiency and security of clients assets.
Return to resources or contact us.