About Us

FOUNDING PARTNERS

Collectively ETF Action's founding partners have a shared belief in ETFs as democratizing investment vehicles and a vision to provide an actionable platform that empowers Financial Professionals to best utilize their many benefits in meeting client investment objectives.

GUIDING PRINCIPLES

Invest Early, Invest Often and Always Have a Plan

Albert Einstein said, "Compound Interest is the 8th Wonder of the World, those who understand it earn it and those that don't pay it". ETFs provide enormous flexibility and ease of use to build diversified portfolios, making it easier today than ever before to start investing early, continuing to invest often, and tailoring portfolios as client needs evolve.

ETF Action’s singular goal is to provide a comprehensive framework for Advisors to empower ETFs to meet client needs no matter where they’re at in the ever changing, investment journey.


Every Portfolio Should Tell a Story

Advancements in technology and data, combined with the ETF wrapper has made aligning investment ideology, market assumptions and client needs a reality. Embracing these new trends empowers Financial Advisors to build portfolios that tell a story about each client’s beliefs and needs, which ultimately will lead to an empowering investment experience for them and a successful practice for you, the trusted advisor.

ETF Action aims to solve for the why, what and how in ETF Selection. Empowering Financial Advisors to navigate the vast ETF landscape to build custom portfolios that create engaging experiences with their clients.


Tactically Engage

Markets are always evolving, introducing new risks and opportunities with each new trading day. While generally the best action is to do nothing, ETFs provide the means to quickly adapt and position portfolios accordingly. Every Financial Advisor should have a process to align, when appropriate, the right ETF to mitigate risks or capitalize on opportunities.

ETF Action's daily commentary and research is built to cover all relevant facets of the portfolio construction process which will empower you, the trusted advisor, to stay engaged with your clients leading to better decision making when it matters most.

Take a closer look at what the ETF Action Platform Offers

Whether you are looking for the data and tools to create your own ETF watchlists, guided research for idea generation, or differentiated model portfolios, the platform provides users with a wide array of solutions.

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Mike Akins

Mike Akins

Mike has 20 years of financial industry experience spanning multiple disciplines. Prior to founding ETF Action, Mike served as SVP, Head of ETFs at ALPS Advisors where he oversaw all aspects of the $15 billion ALPS ETF Trust. Throughout his career Mike held various management level positions in Product Development, Research & Data Analytics, Risk Management, Compliance, Audit and Operations at ALPS, UMB and State Street. Mike holds a Bachelor of Arts degree in Business Administration from Briar Cliff University, is an Honor Graduate from the Fiduciary Risk Management School at the Cannon Financial Institute, and Received a NICSA Award for Emerging Leaders in the Asset Management Industry in 2017.

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Brian Burke, CFA

Brian Burke, CFA

Brian has over 10 years of financial industry experience and over 5 years of experience focusing on financial software development. Prior to founding ETF Action, Brian led the ETF Research team at ALPS which entailed oversight of all fund research as well as building and/or maintaining data platforms, trading/research systems and proprietary technology. Brian holds a Bachelor of Science degree in Economics from Boston College and is a CFA charterholder.

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Alex Shepard, CFA

Alex Shepard, CFA

Alex has over five years of financial industry experience across multiple ETF disciplines including factor, thematic, and alternative investment strategies. Prior to founding ETF Action, Alex served as Senior Analyst for ALPS Advisors. His responsibilities involved portfolio analysis, macro-economic research, and product development in addition to helping clients understand the dynamic ways ETFs can be used in the portfolio construction process. Alex holds a Bachelor of Science degree in Business, concentration: Finance & Economics from the Carlson School of Management - University of Minnesota and is a CFA charterholder.

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