I work on a referral basis with a low cost Exchange-Traded Fund (ETF) portfolio manager for my clients’ investment management needs. It is an innovative and efficient digital wealth platform which uses Exchange Traded Funds (ETFs) as the building blocks of your portfolio.
It is designed to help you reach specific financial goals within your unique time, budget, and risk parameters.
Using leading edge technology and industry-tested investment rules, the portfolio manager creates a low-cost, customized global portfolio built specifically for your life goals. Once you’re invested, they take care of monitoring and re-balancing your portfolio.
Through this relationship I am confident you will receive sophisticated wealth management focused on your long-term goals, with a low fees and no minimum level of assets. Throughout it all, you stay in control with full transparency into what they do, when they do it and why it’s been done.
Your investments are only a part of your total financial plan, and my role continues to be as your personal financial consultant, helping you prioritize your financial goals; understand your investment options; maximize your cash flow and net worth; reduce or eliminate debt; protect your family in the event of the unexpected; and leave a tax-efficient and easy-to-administer estate.
I know time is precious and believe paperwork should be easy. That’s why they’ve created a digital account opening process that’s easy to use and respects your time. Typically you can finish the signup process in less than 10 minutes.
Please feel free to reach out to me to see if this low-cost type of investing is suitable for you and your circumstances, and to get started with the online sign-up process.