ETF Model Solutions, LLC

Overview

ETF Model Solutions, LLC is a limited liability company registered with the SEC in 2015 and operates as an institutional registered investment adviser. The firm serves both individual/family and institutional clients and charges fees tied to assets under management (with additional fee lines noted). Its stated advisory services include portfolio management for individuals, small businesses and institutions, and it lists pension consulting among its activities, although it does not identify itself as a designated pension consultant. The firm is not classified as an active ESG investor and reports that it is not a capital allocator; it does maintain a related adviser relationship and holds several industry affiliations, including roles as an investment adviser and as sponsor/GP/managing member of pooled investment vehicles.

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Public Holdings

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Location & Offices