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As part of our professionally managed array of asset allocation options, exchange traded funds (ETFs) are now available as an investment alternative for your portfolio. ETFs, which are similar to a mutual fund but trade like stocks, are designed primarily to imitate certain key market indexes or asset classes. Like stocks, they are liquid, easy to use, and most can be traded in whatever number of shares you wish. Like index funds they provide diversification, market tracking, and low expenses.
Exchange traded funds include indexes based on stock and bond benchmarks, including value, growth, large-cap, mid-cap, small-cap, domestic and foreign, industry and sector. Corporations, pension funds and other large institutions have invested billions of dollars in ETFs, and now they are available for individual investors. Many investors are increasingly choosing managed index portfolios as an alternative to mutual funds to diversify their holdings. We are pleased to offer Index Investor Portfolios for income, balanced, and growth-oriented investors.
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A well managed and diversified portfolio of ETFs targeted to your individual needs. |
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An accessible local investment manager who provides regular professional review and rebalancing of accounts. |
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ETFs used in Index Investor portfolios have an exceptionally low annual expense with no front load, back load or 12(b)1 fees. |
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ETFs used in Index Investor portfolios are more tax efficient than mutual funds. |
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These accounts are more flexible, since ETFs can be bought and sold throughout the trading day. |
To learn more, please contact our Wealth Management Group
at 415-927-8900.
Index Managed Accounts are not deposits, not FDIC insured, not insured by any government agency, not guaranteed by Bank of Marin, and may go down in value.
Wealth Management products are not deposits, not FDIC insured, not insured by any government agency,
not guaranteed by Bank of Marin, and may go down in value.
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