Company Summary
We can tell you a lot about who we are by telling you what we don’t do: we don’t sell investment products, and we don’t earn commissions. Instead, we offer bespoke portfolio management services and executive-style education for self-directed investors. We are experts in Exchange Traded Funds (ETFs), active risk management, and applying technical analysis to investment strategies to help stack the odds in your favour. If you have not been well-served by a “buy and hold” investing strategy and are wondering what’s next, we can help.
Source: ETF Capital Management
Unique Value Proposition
Active Portfolio Management
In this increasingly volatile and globalized investment marketplace, we stay on top of your portfolio so that you don’t have to. We provide you with custom ETF-based core portfolio strategies that change as needed to mitigate risk and optimize returns.
Full Transparency
Our platform gives clients absolute confidence in the safety and security of their assets, while providing full transparency through real-time online access to account holdings, detailed quarterly reporting, comprehensive annual tax reporting, and weekly publications.
Financial Market Research
For sophisticated investors who enjoy the excitement, risk, and challenge of managing their own portfolios, ETF Capital Management offers technical analysis research services, and model ETF portfolios on a subscription basis.
Investor Education
Larry Berman’s Independent Investor Institute* offers trading and investing courses for those with beginner, intermediate, or advanced levels of investing knowledge. Courses can also be customized to the needs of your organization or group.
Source: ETF Capital Management
AUM ($Bil)
0.4
Year Founded
2006
Key Personnel
Larry Berman, Partner, Chief Investment Officer
Jared Rabinowitz, Partner, President & Chief Operating Officer
Fabien Ouellette, Portfolio Manager
Address
5160 Yonge Street
Suite 1860
Toronto Ontario
M2N 6L9