ETF Solutions
We understand that investors are seeking portfolios with broader diversification, lower investment minimums, lower expenses and tax management. That is why we are pleased to provide highly-qualified managers offering tactical investment strategies.
Exchange traded funds (ETFs) are index funds or trusts that are listed on an exchange and can be traded intra-day. ETFs add the flexibility, ease and liquidity of stock trading to the benefits of traditional index fund investing.
Benefits of ETF Portfolio Management
Broader Diversification: The Universe for ETFs are growing rapidly. Managers have the ability to mix ETFs from both domestic and global indices, thus creating a broader diversified portfolio.
Lower Investment Minimums: Clients can benefit from our ETF Portfolios beginning at $25,000
Lower Expenses: ETFs typically have lower internal expense ratios, helping reduce the cost of portfolio management.
Tax Management: ETFs provide the ability to control the cost basis on the individual holdings, providing a more effective tax managed portfolio.
Transparency ETFs are designed to generally replicate the holdings and correspond to the performance and yield of their underlying index.
Dividend Opportunities Dividends paid by companies and interest paid on bonds held in an ETF are distributed to ETF holders, less expenses, on a pro-rata basis. Of course, not all companies will pay dividends.
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