O'Reilly logo

ETF Investment Strategies: Best Practices from Leading Experts on Constructing a Winning ETF Portfolio by Aniket Ullal

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

CHAPTER 15CASE STUDY: KIM ARTHUR, CEO, MAIN MANAGEMENT

In 2002, Kim Arthur was a successful managing director at Montgomery Securities, having managed several functions for the firm including institutional sales and trading as well as equity product marketing. Over his 15 years at Montgomery, he had built his career trading single stocks. However, in 2002 when he was looking for tools to start a wealth management practice, he decided to focus on ETFs, due to their low cost, transparency, and tax efficiency. At the time, it had been nine years since the first ETF had been listed in the United States, but they were still not mainstream financial products. Most important, during his time at Montgomery, Kim had observed that owning the worst stock ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required