“After deciding to take my practice in that direction, I didn’t have any clients tell me they were dropping us to invest for themselves using ETFs,” Vinder said in the article. “”The use of ETFs fits perfectly into an investment process where an advisor serves as an objective voice to help investors focus on their longer-term goals.”
As the ETF industry matures, more advisors are able to put together a score card for an investment portfolio.
“In discussing our portfolios with potential customers, I can show results going back more than 12 years in separate accounts using only ETFs,” David Kotok, chief investment officer at Cumberland Advisors, said in the article. “Advisors with demonstrated long-term track records of building portfolios using ETFs have something more concrete to illustrate how their investment process works.”
For more information on ETFs, visit our ETF 101 category.
Max Chen contributed to this article.