Thank you for visiting us online! You've likely heard about ETF Capital Management from Berman’s Call on BNN, or perhaps by seeking information about ETF investing, or simply an alternative to mutual funds? Either way, we commend your proactive approach to improving your financial knowledge, and optimizing your outcome. For most people money is simply a means to an end: achieving, and protecting, a lifestyle that allows you to enjoy life on your own terms.

Investing can certainly help you along the way toward achieving your goals. However, as you’re likely aware, the golden age of the 90’s was more of an exception than the norm. We just experienced a “lost decade”, similar to the 30’s or 70’s, with merciless volatility, and little or no returns. What’s a savvy investor to do? The short answer is that turbulent markets require active portfolio management.

Although ETFs have been around for about 20 years, most investors only recently become aware of them. Having worked with ETFs for almost a decade, I can tell you they are changing the way we invest. ETFs give us the diversification of a mutual fund, with lower cost, and the liquidity (tradability) of a stock. If you know how to use them skilfully, ETFs let us run active portfolios, and manage risk as never before. There’s much more to learn about ETFs, and about how we work with Canadian investors. This site is designed to educate, enlighten, and empower you. We sincerely hope you enjoy it!

Sincerely,

-Larry M. Berman
Chief Investment Officer, Partner