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ETF Portfolio Management

Toll Free: (866) 409-5844

ETF Portfolio Management

ETF Portfolio Management

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Custodians

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.

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  • Top Growth Trends (1/23)
  • Annual Letter 2022
  • Investable Benchmark Update (12/22)

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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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