ETF Expert Dave Morton On Fiduciary Responsibility In The Investment Landscape
I had the great pleasure of seeing and hearing Dave Morton on a panel at the Milken Global Conference a few weeks ago called The Road Ahead For ETFs.
Morton is the Chief Research Officer and Co-Chief Investment Officer of Foxhall Capital Management, a firm with $800 MM in assets.
In this interview, Morton discusses how you can achieve a higher fiduciary standard by implementing ETFs in your investment process whether you’re an RIA or plan sponsor. We also talked about how granular one can be in diversifying their clients portfolios using ETFs.
One thing you don’t want to miss, is discussion on the reality of what the public sees liquidity-wise, versus what Foxhall can accomplish utilizing specific market players in the ETF space.
Similar Posts:
- Rules Vary Among Advisors
- Obama’s New Fiduciary Standard
- Does Your 401(k) Plan Offer Index Funds?
- Rothstein, Giacchetto, and Starr LLC
- MetroPCS $5/Month International Calling Plan
Podcast: Play in new window | Download
