Managed ETF Core Portfolios

Through our custodians, we offer a range of many managed, diversified portfolio management strategies that are personalized around a clients risk profile, financial objectives, risk profile and account preferences.  Our process always starts with the client's needs, we then propose a strategy based on client priorities and preferences, and then take on the work of investing, while revisting client objectives and risk tolerance to see if changes are needed.

We provide portoflio monitoring and clients have 24/7 access to thier account.  We also can provide a client performance reports and can make them available on a quarterly basis, or as requested.

As your portfolio consultant or manager, we will recommend or select investments from thousands of options based on our analysis and client preferences.  Since our inception, NAMCOA also has in-house money management capabilties.  For example, Adam Waszkowski, CFA manages a series of risk-based portfolios consisting of primarily ETF (Exchange Traded Fund) securities, as described below.

MANAGED ETF CORE PORTFOLIOS

Managed ETF Core Portfolios are risk-based actively managed multi-asset class ETF portfolios.  Based upon a clients’ Risk Profile (from Conservative up through Aggressive) each portfolio is designed and managed to achieve client goals within their risk tolerance. 

The Asset Class Mix is derived from the Risk Profile of each client and rebalanced on an ongoing basis as market prices change (as opposed to quarterly or annually) enabling the manager to take advantage of, and guard against short term price fluctuations.

Exchange Traded Funds (ETFs) are used to gain exposure to different asset classes in a highly cost-effective and broad based manner.   ETFs typically have very low internal expenses compared to mutual funds; are transparent as their holdings change rarely which leads to greater tax efficiency versus mutual funds.

Please contact Adam Waszkowski, CFA, for permission as to redistribution of the commentaries below:

 

January 2022

December 2021

September 2021

July 2021

May 2021

April 2021

March 2021

February 2021

January 2021

December 2020

All commentaries are not intended as investment advice or an investment recommendation. Past performance is not a guarantee of future results. Price and yield are subject to daily change and as of the specified date. Information provided is solely the opinion or our investment managers at the time of writing. Nothing in the commentary should be construed as a solicitation to buy or sell securities. Information provided has been prepared from sources deemed to be reliable, but is not guaranteed by NAMCOA and may not be a complete summary or statement of all available data necessary for making an investment decision. Liquid securities, such as those held within managed portfolios, can fall in value.