The Access ETF Solutions (“Access”) mission is to provide financial planning and investment solutions using ETFs for investors who value transparency, liquidity and portfolio construction. At Access these values are emphasized because they are principles that help to protect our clients.
Exchange Traded Funds (ETFs) are a core ingredient to our investment approach because as an investment tool ETFs are low cost, tax efficient and what is owned through them is fully disclosed. In addition, since ETFs trade like stocks their value is transparent and portfolio construction can be managed to minimize overlapping positions and for tactical positioning.
Successful business owners know the value of a strategic plan and the need for realistic goals. We offer a strategic plan that can be targeted to achieve the wealth goals of our clients.
Our mission is to provide a strategic plan as a recipe for success that can be monitored with changing individual circumstances and market dynamics.