As financial advisors dip into the exchange traded fund market, RIAs can look into the growing number of managed portfolio options from ETF strategists to help meet your client’s needs.
ETF Trends’ Tom Lydon recently sat down with Jeff Montgomery, Chairman and CEO at Innealta Capital, to go over ways that advisors can design investment strategies for clients through ETF managed portfolios.
“We start that conversation with risk management,” Montgomery said. “We think, particularly after the crash of ’08, that’s become a paramount concern.”
Financial advisors looking for more information on Innealta Capital can visit their website. Montgomery considers Innealta Capital a beta, or risk, manager.
Watch the video below to see the full interview with Jeff Montgomery.
To view past video interviews, visit our video section.