For Our Clients

Exchange Traded Fund Portfolios

Benjamin F. Edwards Exchange Traded Fund Portfolios is a discretionary advisory program that utilizes Exchange Traded Funds (ETF) or Exchange Traded Notes (ETN) as the portfolio’s investment vehicles.

Benjamin F. Edwards manages ETF models that are style-diversified and strategic in nature.  In addition, Confluence Investment Management, First Trust Portfolios L.P., Laffer Investments, and Ibbotson Associates (an affiliate of Morningstar Investment Services) are model providers within this program. The Confluence and Ibbotson models are style-diversified, with Confluence taking a cyclical approach and Ibbotson a strategic view. The First Trust models are designed to meet core equity and core fixed income objectives or to meet broadly defined risk profiles. Laffer offers a global equity model as well as an inflation strategy. You and your financial advisor can determine the appropriate portfolio for you.