ETF Model

Macro-level investing at its finest.

One of the more significant trends in portfolio management this decade has been the emergence of exchange-traded funds (ETFs) as viable replacements for mutual funds. Indeed, ETFs were created as a direct response to the typically high management fees charged by fund managers and their consistent underperformance relative to the benchmark index.

ETFs are unit investment trusts that represent a passive investment in the overall stock market of the nation or, alternatively, a sector-specific index. Since they are passive investments, they have lower management fees than mutual funds and tend to outperform mutual fund returns in the long run. They trade on exchanges as do individual stocks, so unlike mutual funds, there can be no deferred sales charge for exiting a position.

The Burak Hannon Brojde Group is able to create personalized ETF model portfolios that are diversified by currency, country, and sector to reflect your macro-economic and global investment views.