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The ETF store launches iPortfolios

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The ETF Store has launched a new online investment service offering, iPortfolios, providing investors with The ETF Store’s exchange-traded fund portfolios through a fully-automated online investment platform.

The firm has partnered with Sunnyvale, CA-based Upside, a technology company recently acquired by Envestnet, providing digital advice solutions to investment advisors.

“Not every investor needs or wants a full-service relationship with a financial advisor,” says Nathan Geraci, President of The ETF Store. “We created iPortfolios to better serve clients who may be new to investing or simply wish to exert more control over their financial goals while still having access to professionally managed portfolios and state-of-the-art technology.”

The ETF Store is an independent registered investment advisor providing clients with low-cost, diversified portfolios comprised primarily of exchanged-traded funds. In addition to portfolio management, the firm provides comprehensive financial planning and retirement plan consulting services. The ETF Store currently serves clients in five states across the United States, and will highlight iPortfolios as a new service offering for both current and future clients.

“We’re excited to be working with Nate and helping his team power iPortfolios in partnership with The ETF Store,” says Tom Kimberly, who was co-founder and CEO of Upside prior to the acquisition and has joined Envestnet ৷ Tamarac as a Senior Vice President. “Nate truly understands the importance of reaching the next generation of investors, and the value of having a technology-led advisory offering designed especially for these future clients.”

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