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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 23CASE STUDY: VERN SUMNICHT, CEO, iSECTORS

Vern Sumnicht is the CEO of iSectors, an investment firm that builds ETF-based asset allocation models for financial advisors. Vern’s story represents the transformation of the wealth management industry over the last few decades.

Vern started his career as a traditional stockbroker before setting up his own fee-based financial advisory practice. When he first started his practice, he was focused on investing his clients’ assets in active mutual funds. Despite a very rigorous process of due diligence and research to find the best money managers, he repeatedly found that his returns net of fees always seemed to underperform the index benchmark.

Finance 101 suggests that the stock market is efficient. ...

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