DO-IT-YOURSELF ETF PORTFOLIO
Interested in shifting from traditional mutual funds to low-fee, index-oriented exchange-traded funds (ETFs)? If you’d like to structure an ETF portfolio for yourself, but need some guidance, we can help.
Unlike mutual funds, ETFs don’t include embedded trailer fees. Consequently, investment advisors may be unable (or unwilling) to offer ETFs to their clients. Not so at Stewart & Kett! As part of our client-centred, advice-only approach, we proudly offer ETF services to:
- Discuss your investment needs, expectations, and risk tolerance
- Prepare an Investment Policy Statement (IPS)
- Propose 3 suitable, easy-to-manage, low-cost ETF portfolios
- Advise you on how to administer and maintain an ETF portfolio