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

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CHAPTER 17CASE STUDY: JOHN LUNT, PRESIDENT AND CIO, LUNT CAPITAL MANAGEMENT, INC.

Lunt Capital is a RIA firm located in Salt Lake City that manages portfolios for individual clients. The firm also manages assets as a subadvisor for other financial advisors, including those in the 401(k) space.

Like the other experts profiled in this book, Lunt Capital has deep expertise in using ETFs for portfolio construction. Lunt Capital’s investment approach is driven in large part by the experience and approach of its founder, John Lunt. In addition to his responsibilities at Lunt Capital, John is a trustee for the Utah Retirement Systems, a multibillion-dollar pension plan. Having been a trustee there for over 10 years, he has seen the advantages that large ...

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