ETF Advisory, Execution & Custody

Investors with a single account have access to a wide range of stocks and ETFs from different countries, including Greece, Europe and the United States. This enables investors to diversify their portfolio and offset any losses from stock performance in different markets.

What are ETF’s or ETFs (Traded Mutual Funds)?

An exchange traded fund (ETF) is an investment fund that invests in a basket of stocks, bonds, or other assets. ETFs are traded on a stock exchange, just like stocks. Investors are drawn to ETFs because of their low price, tax efficiency and ease of trading
ETFs trade on exchanges like stocks & they are popular because of their low fees, tax efficiency, liquidity and transparency
On average ETFs’ fees are 1/3 lower than active mutual funds  and might offer some tax costs versus the active mutual funds
We assist you in selecting your portfolio of ETFs with broad exposure to key asset classes and markets in order to optimize your portfolio.
Trough the efficient OPTIMA trading & setlemment system we can buy & hold in custody the ETFs issued by all major providers in Europe & the US.

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ARE YOU READY;

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