Etf Portfolio Partners, Inc.

Investment Strategy

ETF Portfolio Partners manages globally diversified, balanced portfolios primarily comprised of stock and bond exchange-traded funds and cash equivalents, tailored to each client's investment objectives, risk tolerance, and time horizon. The firm’s philosophy emphasizes broad diversification, prudent asset allocation, and risk management. They invest as long-term holders rather than traders, aiming to minimize costs and maximize after-tax returns for clients. Tax consequences and market risks are continually discussed with clients, and allocations are adjusted as client objectives change. The strategy avoids leverage, seeks to control volatility, and focuses on maintaining diversified exposure across various asset classes to improve the probability of positive long-term returns while reducing idiosyncratic risks.