SOURCE: ETF Portfolio Management

ETF Portfolio Management

December 16, 2009 09:00 ET

ETF Portfolio Management Announces Pledge to Give Back

Manager Will Donate 15% of Advisory Fees to Schools and Charities

Advisor Makes Partnership With Clients and Their Communities a Primary Focus

LOS ANGELES, CA and NEW YORK, NY--(Marketwire - December 16, 2009) - ETF Portfolio Management (ETF PM), a specialized absolute return investment management firm, will donate 15% of our advisory fees annually to schools and charities of our clients. The pledge applies to new firm clients immediately and extends to pre-existing clients in 2011.

"ETF PM is proud to partner directly with our clients and their communities. Education is a common denominator that benefits society in many ways, and our firm is honored to help support a diverse group of charities," said David Kreinces, the firm's Founder and Portfolio Manager. Clients may each submit one 501(c)(3) organization annually for approval.

After launching ETF PM in late 2007, the firm was first in offering strategically passive core portfolios with no advisory fee, and ETF PM was among the few portfolio managers worldwide to deliver positive performance during the market downturn in 2008.

"At ETF PM, we treat investors the way we would like to be treated if the relationship were reversed. This pledge to give back is another way to demonstrate our commitment to investors and their communities," said Sam Baughn, ETF PM's COO and CFO.

About ETF Portfolio Management

ETF Portfolio Management is a specialized absolute return investment management firm with offices in New York and California. The firm offers rules-based strategies using exchange-traded funds (ETFs) without leverage. Our philosophy is to maximize client value through integrity, innovation and strict risk control. In the crash of 2008, ETF PM's active management delivered positive returns, and the firm has been offering strategically passive core portfolios with no advisory fee since 2007.

For more information please visit www.etfpm.com.

Contact Information

  • CONTACT:
    Kathy Palmer
    ETF Portfolio Management, LLC
    (805) 480-9785
    Email Contact