ETFs Aren’t Plug-N-Play Products

ETF Strategy Summit

Jeff Schlegel | Financial Advisor | August 1, 2018

As a certified financial planner and chartered financial analyst, Sam Huszczo, founder of SGH Wealth Management LLC in the Detroit suburb of Southfield, Mich., builds his own model portfolios to meet his clients’ wealth management needs. He says he would be fine with picking stocks for the equity portion of his portfolios, but why do that when exchange-traded funds make the job easier? That said, he puts his CFA background to use when parsing and selecting funds.