ETF Model Solutions, LLC

Overview

ETF Model Solutions, LLC runs a compact, equity-centered advisory practice that builds model-driven portfolios primarily from exchange-traded strategies. The firm serves both individual and institutional clients and provides portfolio management for small businesses, institutional/business accounts, and pension consulting services. Fee arrangements are built around a percentage of assets under management combined with other fee lines, and the adviser operates as a registered related adviser to other entities. Investment activity centers on exchange-traded equities and ETF-based model allocations, with equity exposure occupying the largest share of client portfolios. The firm is not an active ESG investor and maintains a relatively concentrated asset base, which supports direct model implementation and oversight rather than large-scale multi-asset platform management. Industry affiliations include roles as an investment adviser and sponsor or managing member of pooled investment vehicles, which suggests the firm may operate or seed pooled models alongside its separately managed account work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices