A complete list of active advisors currently associated with ETF Portfolio Partners, Inc.

Warmer can help you find a great advisor at ETF Portfolio Partners, Inc. or one who fits your needs even better.

ETF Portfolio Partners provides discretionary portfolio management to individuals (including high-net-worth clients), retirement plan participants, trusts, estates, and charitable organizations. The firm manages model portfolios composed mainly of exchange-traded funds (ETFs) and cash equivalents, tailoring asset allocations to client goals, risk tolerance, and time horizon. The firm’s investment approach centers on strategic asset allocation and constructing globally diversified, balanced ETF portfolios that are monitored and periodically rebalanced; model portfolios are reviewed at least weekly and client accounts are reviewed at least quarterly. Client onboarding uses an investor profile and rollover suitability questionnaire, and ongoing client communication includes individual meetings, quarterly reports, and periodic email updates. Noteworthy features in the brochure include the firm’s focus on ETF-only model portfolios (with no margin use and no performance-based fees) and the use of an institutional platform arrangement with a major custodian for brokerage, custody, and practice-support services. The brochure also specifies that the firm manages roughly $431 million in client assets, maintains multiple public websites and periodic email communications for clients, and reports no legal or disciplinary history.

To learn more about the advisors currently working at ETF Portfolio Partners, Inc., 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.