Blue Ocean Alpha Revolutionizes ETF Portfolio Outsourcing

Share Article

ETF Portfolio Partners, WallachBeth Capital and Millennium Trust Company announce Blue Ocean Alpha, an ETF portfolio outsourcing solution offering the efficient combination of actively managed ETF-based portfolios, better trade execution without minimum trade costs, and RIA omnibus account client services.

ETF Portfolio Partners, WallachBeth Capital and Millennium Trust Company announce Blue Ocean Alpha, an innovative solution for Investment Advisors that offers sub-advisory ETF portfolio management, omnibus trading and custody for accounts of all sizes.

“Blue Ocean Alpha is the first solution of its kind that seamlessly combines all of the key elements for alpha creation, relying on the expertise of three leading ETF service companies: ETF Portfolio Partners, WallachBeth Capital and Millennium Trust, to provide Advisors with a comprehensive ETF solution,” said John Balevic, senior vice president of Millennium Trust.

“There is a powerful trend emerging where Advisors are increasingly seeking to use ETFs in client portfolios. Blue Ocean Alpha offers an outsourced, turnkey approach that allows Advisors to focus their time and efforts on growing their businesses while still controlling the existing client relationships,” said Richard Romey, president of ETF Portfolio Partners.

Delivering proven, consistent and professional ETF portfolio management, along with exceptional trading execution with minimal transaction costs, regardless of account size, Blue Ocean Alpha allows any Investment Advisor to offer their clients a superior ETF-based portfolio.

In a 2008 State Street Global Advisors survey of investment professionals, 60% reported that ETFs have fundamentally changed the way they construct investment portfolios. 67% called ETFs the most innovative vehicle of the last two decades. With 800 ETFs and assets over $1 trillion, these “modern day mutual funds” account for over 30% of all equity trading volume on domestic exchanges. Providing access to virtually every segment of the global capital market, ETF assets are expected to grow dramatically over the next decade. “Blue Ocean Alpha streamlines any Advisor’s entrance into this expanding marketplace,” said William Koehler, CFA, chief investment officer of ETF Portfolio Partners.

For more information on Blue Ocean Alpha, visit http://www.blueoceanalpha.com.

About ETF Portfolio Partners
ETF Portfolio Partners, Inc., headquartered in Leawood, KS, is a fee-based SEC Registered Investment Advisor offering nine risk-adjusted and three alternative investment strategy portfolios comprised entirely of ETFs. The firm offers investors a powerful alternative to mutual fund-based portfolios and packaged financial products. Its disciplined approach combines proven strategies, a responsible fee structure, transparency and accessibility. More information on ETF Portfolio Partners is available at http://www.etfportfoliopartners.com.

About WallachBeth Capital
WallachBeth Capital LLC, headquartered in New York, NY, is an “inter-market-broker” specializing in exchange-listed equity options and index products, ETF’s, listed and OTC equities, and non-US equities. Operating on a fully-disclosed, agency-only basis, its role is to demystify the challenges of navigating orders within highly-fragmented markets, and to provide the vital link between those seeking liquidity and those providing best price execution. More information on WallachBeth Capital is available at http://www.wallachbeth.com.

About Millennium Trust Company
Millennium Trust Company, headquartered in Oak Brook, IL, is an industry leader in administrative and custodial services. Millennium custodies alternative and traditional assets in IRAs, Solo 401(k)s and custody accounts, offers cost-effective 403(b) solutions, creates customized Automatic Rollover programs, provides integrated Health Savings Account solutions, and designs unique trading platforms for Investment Advisors. Additional information about Millennium Trust Company can be found at http://www.mtrustcompany.com.

ETF Portfolio Partners, Inc., WallachBeth Capital, Inc. and Millennium Trust Company, LLC are not affiliates. Millennium Trust performs the duties of a custodian and, as such, does not provide investment advice or sell investments, nor offer any tax or legal advice.

For more information, contact Richard Romey or William Koehler, CFA, at 913-851-1100 or toll-free at 1-877-913-8511.

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

DEBBIE ROMEY

913-851-1100
Email >