At ETF Capital Management, we maintain a close and active relationship with you. Each client works on an ongoing basis with both a Personal Client Relationship Manager and a Personal Certified Financial Planning (CFP®) professional. All investment management is overseen by Chief Investment Officer Larry Berman and the ETFCM Portfolio Management team.

As a private client of ETF Capital Management, your Personal Client Relationship Manager is your primary contact for any questions or needs, and to schedule the annual portfolio review meeting with your Portfolio Manager. Throughout the year, your Client Relationship Manager will be in touch with you to keep you attuned to developments with markets, your personal investment portfolio, and overarching financial strategy. If there is a need to update your strategy and/or your Investment Policy Statement, your relationship manager will involve the right members of the portfolio management team.

ETFCM clients have access to a Personal Certified Financial Planning (CFP®) professional who will work with you to develop a Financial Life Strategy. This includes a series of conversations and exchanges to do a “deep dive” – identifying your short-term and long-term goals. From there we can establish how we will measure success on the path toward your ideal life. Financial plans are boring, static documents that are outdated the moment they are written. When it comes to a successful wealth strategy, it makes no sense to “set-it and forget-it”. Life changes do not happen on a calendar basis. Our “Financial Life Strategy” service adds value through making the necessary tweaks and pivots as your life and your family evolve, and adapt to the unexpected.