MEET THE TEAM
ETF Action has 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.
Mike Akins »
Brian Burke, CFA »
Alex Shepard, CFA »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.