Chartwell Partners, an investment advisor and ETF portfolio specialist, has introduced an ETF/iShares Starter Kit to help investors build smarter, simpler and safer global portfolios. Investors can purchase the kit at ETFstarterkit.com.
(PRWEB) January 26, 2005 -- Chartwell Partners, an investment advisor and ETF portfolio specialist, has introduced an ETF/iShares Starter Kit to help investors build smarter, simpler and safer global portfolios. Investors can purchase the kit at www.ETFstarterkit.com for only $49.
Exchange-traded funds (ETFs) are essentially index funds that trade like a stock. The advantages of using ETFs as a core investment tool include low annual expenses, flexibility, tax efficiency and diversification.
ChartwellAdvisor.com President Carl Delfeld explained that interest in exchange-traded funds (ETFs) such as iShares is exploding and that the ETF Starter Kit meets a growing need for a package of information needed to get started building a smart ETF portfolio. Independent investors, financial advisors and anyone interested in learning more about ETFs and global investing will benefit from the ETF Starter Kit.
The ETF Starter Kit can be conveniently downloaded at www.ETFstarterkit.com and includes the following:
ETF Guidebook
A 75 page easy to read ETF ebook called The New Global Investor" written by Chartwells President Carl Delfeld which is packed with information about ETFs and iShares. This guidebook starts with the basics of ETFs, discusses the need for a global perspective and provides tips on how to best manage portfolio risk.
A Gone Fishing" ETF Portfolio
This is a balanced and well-diversified ETF model portfolio for long-term investors. The portfolio contains 11 ETFs and has an incredibly low expense ratio of 0.30% versus 1.5% for the average mutual fund. The portfolio has 40% allocation to U.S. bonds, 20% in international equities and small allocations to both gold and real estate. In 2004, this portfolio beat the S&P 500 index by 10%.
Current Issue of Chartwell Advisor ETF Report
This report will give investors a sample of the information and advice contained in the Chartwell Advisor ETF monthly report. The Chartwell Advisor provides practical and interesting insights into global investment trends, information about specific ETFs and also highlights specific country ETFs each month.
Delfeld noted that the ETF Starter Kit complements ChartwellAdvisor.coms core ETF advisory service that has an annual fee of $295 and includes access to its four ETF model portfolios that were up 18.6%, 27.6%, 27.7% and 25.0% in 2004.
Chartwell welcomes proposals for revenue sharing partnerships and is actively developing new distribution channels for the ETF Starter Kit.
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