A complete list of active advisors currently associated with ETF Portfolio Management LLC
Warmer can help you find a great advisor at ETF Portfolio Management LLC or one who fits your needs even better.
ETF Portfolio Management, LLC provides discretionary and non-discretionary investment management to individuals (including high-net-worth), trusts and estates, corporations, charitable organizations, and businesses. The firm manages approximately $16.4 million for a small number of client accounts and offers ongoing portfolio supervision, tailored client-imposed restrictions, and account-level implementation of chosen strategies. The firm emphasizes rules-based diversification, combining strategic multi-asset class indexing with dynamic tactical trend-following rotation, risk-parity elements, and proprietary multi-strategy research to manage volatility and pursue absolute returns. Its product lineup includes passive Investable Benchmark portfolios (including 2x and 3x allocations) and two active absolute-return strategies that can shift exposure quickly, use cash as a strategic asset, and employ trend-following and rotation rules. Notably, the firm discloses both actual performance results and hypothetical performance in its materials, an uncommon practice among peer independent advisers, and it operates strategies that use borrowing and leverage in separately managed accounts—describing the ability to run materially leveraged exposures (for example, up to roughly 300% long or meaningful short positions) in certain active strategies. The combination of leveraged investable benchmark offerings, concentrated absolute-return mandates, and a stated client base that includes charitable organizations distinguishes the firm from many similarly sized independent advisors.
To learn more about the advisors currently working at ETF Portfolio Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westlake Village, CA
| 26
|
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