Chartwell's ETF Harmony to Match Portfolios With Personalities
Chartwell Partners Asset Management has expanded its ETF Architect portfolio consulting services by adding ETF Harmony. ETF Harmony is an intensive and personal investor evaluation process that seeks to match an investor's personality and goals with their investment portfolios. "Just like a couple needs to be compatible, an investment portfolio needs to match the personality of an investor's personality" says Chartwell Managing Director Carl Delfeld.
Boulder and Colorado Springs, CO (PRWEB) April 8, 2008 -- Chartwell Partners Asset Management has expanded its ETF Architect portfolio consulting services by adding ETF Harmony. ETF Harmony is an intensive and personal investor evaluation process that seeks to match an investor's personality and goals with their investment portfolios.
"Just like a couple needs to be compatible, an investment portfolio needs to match the personality of an investor's personality" says Chartwell Managing Director Carl Delfeld. He notes that recent market volatility has highlighted the need for advisors to build portfolios not just based on sound fundamentals but also compatible with the personalities of clients, "otherwise, clients will not stick to the plan and will bail out at the worst possible time."
Most portfolio consulting models are still based on a series of tired, worn out numbers- oriented questions. As Alan Greenspan put it recently; "...these models do not fully capture what I believe has been……….the innate human responses that result in swings between euphoria and fear that repeat themselves generation after generation with little evidence of a learning curve."
Initially, Chartwell will offer ETF Harmony only to high net worth clients. The personal evaluation process begins with a client responding to a creative list of open ended questions followed by Delfeld flying out for a full day of personal follow up discussions about the client's investment history, current portfolio, financial goals, personality and investment traits, and risk tolerance.
Next, Delfeld begins the ETF Architect stage and builds an overall portfolio strategy for the client using a core & explore approach with Chartwell's fifteen ETFfolios as the core investment tool. Finally, the portfolio plan is reviewed by the client, fine tuned, and implemented either by the client or through Chartwell Partners.
Delfeld noted that he is in discussions with potential partners to offer an ETF Harmony product for the broader market through an automated website-based service (ETFharmony.com).
Chartwell Partners is a global asset management firm that has developed ETFfolios which it uses as building blocks for client portfolio strategies on FOLIOfn's brokerage platform. These ETFfolios include:
| | - Core Conservative ETFfolio
- Fixed Income ETFfolio
- Global Dividend/Income ETFfolio
- World Economic Freedom ETFfolio
- Country Rotation ETFfolio
- Country Rotation Momentum ETFfolio
- Country Rotation Value ETFfolio
- American Leadership ETFfolio
- Global Sector Rotation ETFfolio
- Global Growth ETFfolio
- Emerging Markets ETFfolio
- Asia-Pacific ETFfolio
- China Strategy ETFfolio
- Global Long/Short Strategy ETFfolio
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Chartwell uses these folios as building blocks to develop custom global portfolios using a core/satellite strategy. Delfeld was a U.S. Representative to the Asian Development Bank and a consultant to the U.S. Treasury. He is a columnist for Forbes Asia, editor of ChartwellETF.com and author of "Think Global, Grow Rich", "The New Global Investor" and "ETF Investing Around the World".
For more information about ETF Harmony and ETFfolios as well as media inquiries, contact Carl Delfeld at 719.264.1503 or at cdelfeld(at)comcast.net
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