ETF Capital Management sits at the intersection of the two most important trends in the industry: ETF investing and active global portfolio management. Although the ever-expanding universe of ETFs can be daunting, we make sense of it all with powerful strategies that are easy to understand.
Active Portfolio Management
In this increasingly volatile and globalized investment marketplace, we stay on top of your portfolio so that you don’t have to. We provide you with custom ETF-based core portfolio strategies that change as needed to mitigate risk and optimize returns.
Our platform gives clients absolute confidence in the safety and security of their assets, while providing full transparency through real-time online access to account holdings, detailed quarterly reporting, comprehensive annual tax reporting, and weekly publications
Financial Market Research
For sophisticated investors who enjoy the excitement, risk, and challenge of managing their own portfolios, ETF Capital Management offers technical analysis research services, and model ETF portfolios on a subscription basis.
Larry Berman’s Independent Investor Institute* offers trading and investing courses for those with beginner, intermediate, or advanced levels of investing knowledge. Courses can also be customized to the needs of your organization or group.