About Us
A Bright New Day For Wealth Management
A Passion
to Exceed Expectations
At The ETF Store, we are dedicated to helping you spend less and keep more of what is yours. From day one, we will tell you what you are paying for and where your money is invested. We will help you design the right financial plan and investment portfolio for your needs.
We value transparency, communication, and always putting you first.
Our core investment philosophy is simply to minimize your investment costs and maximize your returns. We believe that by using ETFs, we can provide the best portfolio asset allocation in the most efficient, transparent, and flexible manner.
Comprehensive
A sound financial plan is the foundation of a successful financial future. Whether planning for retirement, college savings, charitable causes, or other important desires, we offer a comprehensive approach to address your unique situation and goals.
Fiduciary
As an independent investment advisor, we have a fiduciary obligation to put your interests above our own. Our fees are based on a small percentage of assets; we never receive commissions or mutual fund 12b-1 fees on investments we recommend.
Asset Allocation
We take a global approach to asset allocation and seek to offer the best risk-adjusted returns for your situation. Our investment strategies allocate assets among a wide range of investments, including domestic, international and emerging market equities, fixed income securities, real estate, commodities, precious metals and cash.
Experience
Our portfolios are managed by seasoned and respected professionals. These professionals have experienced the ups and downs of many market cycles, and work diligently as a team to identify new opportunities.
Investment Discipline
Our investment strategies are executed in a disciplined and consistent manner. We help you remove emotion from the investing equation and work tirelessly to ensure you are on the right path towards meeting your financial goals.
Exceeding Expectations
With our clients at our center, we provide a service-focused experience where an innovative approach, transparency, and value converge to create one of the most unique organizations in the financial advisory business.
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.
communication is key
personal service
ETF Focused
Our firm was founded on the belief that investors deserve more. That there should be a better solution. A way to invest that is innovative, intelligent, and reflects our passion to help meet your goals.
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.
Independent RIA
