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What Are ETFs?
Exchange Traded Funds (ETFs) are similar to mutual funds in some ways and like a stock in others. They are listed and traded on exchanges like stocks. Like mutual funds, these funds are groupings of individual stocks, bonds or other investments. Unlike mutual funds, an investor may buy or sell shares throughout the day. When shares of a mutual fund are bought or sold, the shares are purchased or redeemed through the fund and the overall net asset value of the fund is affected. Many ETFs are index based, which may result in lower internal fees than with actively managed mutual funds since no day-to-day active management is required. These investments simply seek to replicate the index they are modeled after.

Exchange Traded Funds have been around since the early 1990's but are still relatively unknown in everyday investing. Why? These investment vehicles have been used by financial professionals, and not heavily marketed directly to the individual investor until now. You may have heard of some of the more common examples of ETFs: SPYDERS (SPY), DIAMONDS (DIA) AND CUBES (QQQQ), these are all Exchange Traded Funds.

EXCHANGE TRADED FUNDS:

THE FUTURE OF INVESTING – TODAY

  •  Low cost
  •  Tax-efficient
  •  Diversification 


ETFidea, LLC
offers individuals and their advisors a way to utilize Exchange Traded Funds, as well as other investments in a managed program. These funds are selected for each client based on risk tolerance, time horizon and individual investment objectives.

120 Madison Street, 1700 AXA Tower II
Syracuse, NY 13202
Phone: (315) 472-6221
Fax: (315) 701-2789
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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services,
 we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. 

Investment products and services available only to residents of:  New York, Florida, California, Maine, Massachusetts,Colorado, New Jersey, Connecticut, Virginia, South Carolina, Washington, Georgia, Maryland, Alabama and Indiana .

Securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC
110 West Fayette Street, 5th Floor, Syracuse, NY 13202

Diversified Capital Management, LLC and ETFidea, LLC  are not affiliated with Cadaret, Grant & Co., Inc.



This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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