ETF Portfolio Solutions Celebrates Fifth Anniversary -- Pioneer in ETF-Based Portfolio Management Reaches Milestone
ETF Portfolio Solutions, Inc. one of the nation's first and leading investment advisers specializing in the portfolio management of exchange-traded funds (ETFs) is celebrating their fifth year of serving investors. Founded in 2004 by Richard D. Romey, ETF Portfolio Solutions serves individual and institutional investors by designing, implementing and maintaining equity, fixed income and alternative investment portfolios utilizing the 21st century's most revolutionary and transformative investment vehicles, ETFs.
Leawood, Kansas (PRWEB) April 16, 2009 -- ETF Portfolio Solutions, Inc., one of the nation's first and leading investment advisers specializing in the portfolio management of exchange-traded funds (ETFs) is celebrating their fifth year of serving investors. Founded in 2004 by Richard D. Romey, ETF Portfolio Solutions serves individual and institutional investors by designing, implementing and maintaining equity, fixed income and alternative investment portfolios utilizing the 21st century's most revolutionary and transformative investment vehicles, ETFs.
"ETFs are the most important financial innovation of the last 30 years and will eventually replace mutual funds as the investment of choice in the portfolios of millions of investors," according to Mr. Romey author of Strategic Index Investing - Unlocking the Power of Exchange Traded Funds. As an early advocate of ETFs, Richard has been a leading voice in the growth and development of the ETF-based investment management industry.
William E. Koehler, CFA, joined ETF Portfolio Solutions in June of 2008 as chief investment officer. Mr. Koehler, a 27 year industry veteran and former head of investment oversight at American Century Investments, has been an important addition to the firm. "Bill's broad and deep understanding of capital markets, investment policies, portfolio construction and asset class investment strategies is invaluable in serving our clients and contributing to their enduring success," said Mr. Romey.
First introduced in 1993, ETFs combine the most attractive features of index mutual funds and common stocks. Portfolios of ETFs have the tax efficiency, low cost and diversification benefits of index mutual funds as well as the liquidity, flexibility, and intra-day trading of common stocks.
Presently, there are over 700 ETFs available tracking every segment of the investment markets, with total assets of over $600 billion. "ETFs are revolutionizing and transforming the investment industry. I am convinced that ETFs will continue to benefit investor portfolios tremendously," said Mr. Koehler.
ETF Portfolio Solutions, Inc., headquartered in Leawood, Kansas is a fee-based SEC registered investment advisor that offers nine risk-adjusted and two alternative investment strategy portfolios comprised entirely of ETFs. The firm offers individual and institutional investors a powerful alternative to mutual fund based-portfolios and packaged financial products. Its structured, disciplined approach combines proven strategies, a responsible fee structure, transparency and communication. More information on ETF Portfolio Solutions is available at http://www.etfportfoliosolutions.com.
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