ChartwellAdvisor.com Launches New ETF/iShares Portfolio Program
Chartwell Partners, an investment advisor and leading ETF/iShares specialist, has launched a new program to help investors and advisors build low cost, tax efficient, and flexible ETF portfolios.
(PRWEB) February 24, 2005 -- Chartwell Partners, an investment advisor and leading ETF/iShares specialist, has launched a new program to help investors and advisors build low cost, tax efficient, and flexible ETF portfolios.
The Chartwell ETF/iShares Portfolio Program promises an easy, low cost and well-diversified ETF portfolio by becoming a member at ChartwellAdvisor.com and following these steps:
• Read the 134 page ETF guide book, The New Global Advisor: Using ETFs to Build Smarter, Simpler and Safer Portfolios" by Chartwell President Carlton Delfeld.
• Follow Chartwells Gone Fishing" ETF/iShares model portfolio which has an annual expense ratio of just 0.3% compared to 1.5% for mutual funds. This iShares portfolio beat the S&P 500 index by 10% in 2004 despite its 40% allocation to fixed income.
• Study the monthly Chartwell Advisor ETF Report with global market trends and opportunities, review of model portfolios, and highlights on specific ETFs as well as countries.
• Begin following Chartwells four model ETF/iShares portfolios that were up 44%, 25%, 45% and 41% in 2003 and 27%, 18%, 28% and 25% in 2004. Receive periodic investor and portfolio alerts delivered via email for timely information regarding portfolio changes or specific investment opportunities.
More experienced investors and advisors may wish to take it to the next level by following Chartwells innovative and simple Buy Countries, Not Stocks" strategy. The Chartwell Global Stock Market ETF Ranker comes to you via email on a bi-weekly basis and ranks 25 world stock markets and their corresponding country-specific iShares. Call 719-264-1503 to sign up or for more information.
Chartwell also offers portfolio consulting services for investors who prefer a more personal approach.
There is a growing consensus that ETFs and specifically iShares are excellent core investment tools but many investors and advisors need some help and guidance." stated Chartwell President Carl Delfeld in a recent interview. He added, Chartwell offers this program to help investors and advisors build ETF/iShares portfolios in an easy, low cost and incremental manner.
Delfeld welcomes calls from potential distribution partners or from companies or organizations interested in learning more about the program to take advantage of lower group rates.
iShares, the largest family of ETFs, brought in more new money in 2004 than Fidelity. There are now 97 iShares including 22 country-specific iShares which track a countrys stock market index.
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