We recently had the opportunity to talk with an institutional money manager that has been utilizing ETFs for over a decade – long before the mainstream financial media was touting their benefits. Below, Scott Kubie, the Chief Investment Strategist at CLS Investments, discusses why his firm has embraced the exchange-traded product structure along with his outlook for the rest of the year.
ETF Database (ETFdb): What’s your firm’s story? How long have you been using ETFs for? Do you see this product structure as the preferred means for building diversified, low-cost, long-term portfolios?
Scott Kubie (SK):: CLS was founded with one specific mission, which has endured as our guiding principle:to be a trusted partner to financial advisors and to deliver innovative investment solutions and reliable portfolio management to individual investors.