Kansas City financial advisor ETF Portfolio Solutions is celebrating a fifth anniversary as an ETF-only manager.
One of the country’s first and leading investment advisors to specialize in portfolio management of exchange traded funds, the firm was founded in 2004 by Richard D. Romey.
William E. Koehler, CFA, joined the firm in June of 2008 as chief investment officer. Mr. Koehler is a 27 year industry veteran and former head of investment oversight at American Century Investments.
ETF Portfolio Solutions is a fee-based SEC registered investment advisor that offers nine risk-adjusted and two alternative investment strategy portfolios comprised entirely of ETFs.