Easy + Low Cost + Smart = Great Value

 

Easy + Low Cost + Smart = Great Value

 

Easy + Low Cost + Smart = Great Value

Built For

EZetf is built for the DIY investor by Financial Fiduciary Advisors within a Registered Investment Advisors firm. Based on your need we can arrange a referral from our company GoTo-Financial should you ever want a more personalized relationship versus DIY.

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Tax Efficiency Focused

EZetf portfolios are not pooled assets as they have their own cost basis. Taxable Accounts above $50k can have auto tax harvesting feature activated at no extra cost. ETF structure is more tax effective than mutual funds.

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Diversified & explained

All our Portfolios are diversified across many ETF with easy to read summary notes for each holding. These simple summaries are created so our investors can understand the thoughts of our allocation decisions which were created by humans, not robots.

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We filter for you

Portfolio’s constructed and chosen from well over 200 different ETF’s on the Charles Schwab platform for no cost transaction fees or account maintenance fees. Some of biggest names in finance comprise EZetf portfolios.

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