ETFs can be used within Separately Managed Accounts (SMAs), giving clients all the benefits of a SMA. The latest innovation is Unified Managed Accounts, which offer even more flexibility than SMAs.  Investors can pick individual ETFs and/or combine them into a portfolio. We recommend using a Third Party Strategist who for a low fee, creates an optimal, asset-allocated portfolio of ETFs that is well-diversified and actively managed.

The following Periodic Table lists some of the major ETFs by Asset Category and 2013 Performance:

Periodic Table of ETFs 2013 Performance


The following article describes how ETFs are used in portfolio construction and management:


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