Fourteen years ago, Mark Scheffler launched three of the first ETF Managed Portfolios in the country. An ETF Managed Strategy uses low-cost exchange traded funds (ETFs) instead of stocks in an investor’s account. This account is then actively managed, working to produce meaningful and useful portfolio gains and/or current income while managing investment risk along the way.
This structure is booming in popularity among investors and advisors alike, and The Appleton Group is proud to have led the way for this ground-breaking investing idea.
And here’s a short video recently produced by Investment News featuring Scott Burns of Morningstar speaking about the boom in ETF Managed Portfolios…
[separator style_type=”shadow” top_margin=”40″ bottom_margin=”40″ sep_color=”” icon=”” width=”” class=”” id=””]
[separator style_type=”shadow” top_margin=”40″ bottom_margin=”40″ sep_color=”” icon=”” width=”” class=”” id=””]
