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Why Chuck Roberts Offers Exchange Traded Funds


Chuck Roberts serves as Managing Director/Investments for The CR Wealth Management Group of Stifel. Leveraging experience built over several decades in the investment services industry, Chuck offers numerous investment products and services, often incorporating exchange traded funds (ETFs) into a specific investment approach.

ETFs represent a portfolio of stocks, bonds, or other investments that are designed to track a corresponding index. Similar to a mutual fund, ETFs offer a diversified investment with a single product. However, ETFs offer liquidity by trading throughout the day like a stock. ETFs are also generally tax efficient. While diversification (or asset allocation) does not ensure a profit and may not protect against loss, it can play a key role in establishing a sound investment strategy and reducing risk.

Most wise investors partake in an asset allocation plan of some type. ETFs can be a beneficial tool in most allocation plans since the investor is essentially buying a slice of the market and has an investment in a broader number of companies. While diversification (or asset allocation) does not ensure a profit and may not protect against loss, it can play a key role in establishing a sound investment strategy and reducing risk. 

ETFs represent a share of all the stocks in their respective index held in a trust. Therefore, the investment return and principal value will fluctuate, and an investor’s shares, when redeemed, may be worth more or less than the original cost. ETFs may trade for less than their net asset value, and trades are subject to brokerage commissions unless trading occurs in a fee-based account. Mutual funds and exchange traded funds (ETFs) are offered by prospectus only. 

Exchange Traded Funds (ETFs) are subject to market risk, including the possible loss of principal, and may trade for less than their net asset value. ETFs trade like a stock, and there will be brokerage commissions associated with buying and selling exchange traded funds unless trading occurs in a fee-based account. Investors should consider an ETF’s investment objective, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other important information, is available from your Financial Advisor and should be read carefully before investing.
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