Our Firm

We are a fee-based, independent registered investment advisor providing clients with low cost, diversified portfolios comprised primarily of exchange traded funds (ETFs). Our mission is to provide our clients intelligent and practical investment solutions that will help them meet their financial goals. Our strategies are designed to reduce investment risk, while still embracing investment opportunities that arise in our increasingly complex and unpredictable global economy.

THE ETF STORE ADVANTAGE


ETF focused

At The ETF Store, we focus on what we believe is the single most important investment vehicle for investing with confidence in today’s complex global financial markets —ETFs. At The ETF Store, we provide a convenient way to take advantage of the benefits offered by ETFs, while managing your investment risk and striving to enhance your returns. Here’s how ETFs compare with mutual funds:
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Independent RIA

The ETF Store is an independent, registered investment advisor (RIA). We have a fiduciary obligation to put your interests above our own. Our fees are based on a small percentage of assets and we never receive commissions or mutual fund 12b-1 fees. With the ETF store, you always know exactly what you are paying for your investments. There are substantial differences between The ETF Store’s approach and working with the typical broker.

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A Passion to Exceed Expectations
With our clients at the center, we provide a service experience where an innovative investment approach, transparency, and value converge to create one of the most unique organizations in the financial advisory business. At The ETF Store, you get a team of advisors who help unlock the power of ETFs so you can spend less and keep more of what’s yours. From day one, we will tell you what you’re paying for, what you are getting and how your money is invested. Plus, we will help you design the correct asset allocation strategy to meet your financial goals, which allows you to spread your risk and get into a position to take advantage of new market opportunities. We utilize a disciplined approach which reduces the stress of investing. We provide a level of transparency and flexibility only made possible with ETFs. Our goal is simply to minimize your investment costs and maximize your returns. We believe by using ETFs, we can provide the best portfolio asset allocation in the most efficient manner.

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