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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-29-2007
- Office Locations
- 1
Office Locations
About ETF Portfolio Management LLC
ETF Portfolio Management (ETF PM) is an investment adviser specializing in ETF-based portfolio management, building customized active and passive portfolios for a wide range of clients. The firm offers rules-based absolute return strategies designed to seek gains in up and down markets with an emphasis on principal protection. Portfolios can be implemented at Interactive Brokers, and the team publishes ETF research, including the book Investable Benchmarks.
Team overview
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Investment Themes
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Owner & Executives
DAVID SETH KREINCES
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #2835065
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,432,985 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,432,985 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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