Exchange Traded Funds Program

Exchange Traded Funds (ETFs) are just what their name implies: baskets of securities that are traded like individual stocks on the Exchange. Unlike regular open-end mutual funds, ETFs can be bought and sold throughout the trading day. In brief, anything you might do with a stock, you can do with an ETF.

Why choose the ETF Program?

  • ETFs provide lower cost ratios than most mutual funds.
  • Two investment styles and 13 allocations from which to choose.
  • ETFs are generally more tax efficient than mutual funds.
  • ETFs are traded on the Exchange like stocks which provides purchase flexibility.
  • Active management is employed for all allocations.
  • Custodial services from a prestigious trust company.
  • Allocations are monitored on a daily basis by GIM's management team.
  • Daily account access, monthly custodial statements and quarterly performance reports.

Custodial Arrangement:

FiServ Trust Company

Minimum Investment:

$20,000.00

Green Investment Management, Inc.