Exchange Traded Funds (ETFs) Financial Advisor

By owning an ETF, you get the diversification of an index fund and can purchase as little as one share. Another advantage is that the expense ratios for most ETFs are lower than those of the average mutual fund. At QCI, there is no commission charge when investing in a QCI customized and diversified portfolios of ETFs.

QCI extensively uses ETFs because they offer diversified exposure to a portfolio of securities based on the index that the ETF is designed to track. QCI helps clients invest in customized portfolios of diversified ETFs that can potentially provide better performance than most actively managed Mutual Funds.

QCI ETF portfolios are also more tax efficient than portfolios of Mutual Funds due to their unique structure. QCI also enhances overall portfolio performance by attempting to use the lowest cost ETFs with the best tracking ability of each sector when creating customized portfolios for investors.

ETF Advantages

  • Liquidity – intraday ability to trade
  • Diversification – potential diversification in a single investment
  • Access – exposure to difficult-to-access asset classes
  • Tax efficiency – generally provides greater tax efficiency than mutual funds

 Competitive Exchange Traded Funds Pricing

Learn more about our competitive fees and commissions. Ask about our no commission portfolios of ETFs..

ETF Investment Tools and Resources

QCI provides you with access to timely research, tools specific to ETFs so you can learn about how to properly invest with these flexible instruments QCI will help you become knowledgeable and understand the differences among a variety of ETFs and which are the most appropriate for you investment growth needs and retirement portfolio.

At QCI, your online brokerage account offers sophisticated resources to help you understand these unique vehicles so you know which ones qualify your investment criteria:

  • The ETF Screeners help you quickly find the ETFs you are looking for based on the criterias you create
  • Valuable and timely research from Quantum Capital Investments, Thomson Reuteres, Standard & Poor’s, delivered in the format you want to help you make the right decisions about your investments
  • Customizable charts show how your stocks or ETFs performance compares with popular stock market indices such as the S&P 500, the Nasdaq composite index and many more indices
  • Relative Performance tools to compare securities by historical performance, Analyst ratings, earnings per share and current growth rates
  • Easy to understand online workspace layout for quick research and analysis and investing opportunities
  • Ability to place various types of trading orders during and after market hoursto react quickly when you identify investment opportunities

Cost-basis transaction details to help you determine the gain or loss on open and closed positions