ETF Portfolio Management (ETF PM) provides ongoing investment management services, both with and without discretion. ETF PM specializes in strategic and tactical diversification through rules-based investing, customizing active and passive investment portfolios. They combine dynamic tactical trend following rotation with strategic multi-asset class indexing, aiming for strong returns with risk control. ETF PM may also offer advice on other investments and considers client-imposed restrictions, but may terminate management if restrictions hinder their strategy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
ETF PM’s passive Investable Benchmark Portfolios are offered to clients with a 0.25% annual advisory fee, or a 2.0% annual advisory fee with active principal protection. Our fully active strategies, Max Alpha and Ultra, both deliver dynamic multi-strategy ETF portfolios for a 2.0% annual advisory fee. ETF PM’s fees are subject to negotiation or waiver at our sole and absolute discretion. Some clients may be under historically different fee schedules. Lower fees for comparable services may be available from other sources. In addition, more concentrated versions of our absolute return portfolios are also available to clients.