EXCHANGE TRADED FUNDS

Exchange traded funds are becoming an increasingly important asset class because of their comparatively low fees, tax efficiency, diversification and market pricing throughout the trading day.

Our platform provides resources to aid advisors in:

  • Screening and analyzing ETFs
  • ETF portfolio construction
  • Using ETFs to maximize tax efficiency
  • Portfolio rebalancing using ETFs
  • Identifying sector or international EFTs to diversity a portfolio

To find an appropriate domestic or international exchange traded fund, please click here

CONTACT US

If you have any questions, please e-mail us.

Main Phone
(978) 779-5361

Toll Free Phone
(800) 649-3883

International Phone
001 978-779-5361