Portfolio manager Daniel Weiskopf recently offered Investor’s Business Daily a look at how Toroso, which manages about $370 million, selects ETFs for clients’ portfolios.
Toroso Asset Management uses exchange traded funds to build custom portfolios for its clients. As a professional asset manager, its ETF picks must meet various tests of quality and probability of reaching their objectives.
The New York-based firm has developed three strategies to help achieve its clients’ goals: wealth preservation, growth of capital and providing income.
