Advisors ETF Consulting

We partner with other investment advisors to design ETP portfolios for their clients that will assist them in meeting their goals, whether they are preparing for retirement or just building a nest egg. An increasing number of investment advisors are outsourcing model portfolios to help mitigate their fiduciary risk, allow for better relationship management and provide clients the benefits of experts who can navigate the complexities of Exchange Traded Products (ETPs).

We work closely with investment advisors to understand their client’s economic points of view, risk tolerances and time horizons in order to structure optimized portfolios.