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ETF Portfolio Solutions celebrates fifth anniversary

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Leawood, Kansas-based ETF Portfolio Solutions, an investment adviser specialising in the portfolio management of exchange-traded funds, is celebrating its fifth year of serving investor

Leawood, Kansas-based ETF Portfolio Solutions, an investment adviser specialising in the portfolio management of exchange-traded funds, is celebrating its fifth year of serving investors.

Founded in 2004 by Richard D. Romey (pictured), ETF Portfolio Solutions serves individual and institutional investors by designing, implementing and maintaining equity, fixed income and alternative investment portfolios using ETFs.

“ETFs are the most important financial innovation of the last 30 years and will eventually replace mutual funds as the investment of choice in the portfolios of millions of investors,” says Romey.

William E. Koehler joined ETF Portfolio Solutions in June of 2008 as chief investment officer. Koehler, a 27 year industry veteran and former head of investment oversight at American Century Investments, has been an important addition to the firm.

“Bill’s broad and deep understanding of capital markets, investment policies, portfolio construction and asset class investment strategies is invaluable in serving our clients and contributing to their enduring success,” says Romey.

Presently, there are over 700 ETFs available tracking every segment of the investment markets, with total assets of over USD600bn.

“ETFs are revolutionizing and transforming the investment industry. I am convinced that ETFs will continue to benefit investor portfolios tremendously,” says Koehler.

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