ETF Managed Portfolios

SRCM has been actively managing global ETF portfolios since 2004. These portfolios are modeled after endowment funds which are characterized by well diversified portfolios that use uncorrelated asset classes to manage risk. We believe that this type of investing leads to more consistent performance over time. All seven SRCM ETF portfolios are globally allocated and contain a mix of equities, commodities, real estate, and fixed income.

Take a look at our most recent portfolio returns:

SRCM ETF Portfolio Returns - Apr. - 13

Wealth Management

While backed by the power and resources of Fidelity Investments. Saddle River Capital Management is on the leading edge in investment management with ETF portfolios, in comprehensive retirement plan development, in college planning using 5 star American Funds College America 529, in comprehensive estate planning, and in a wide range of wealth management products and techniques.

SRCM in the News

  • SRCM has added to new ETF Managed Portfolios to our lineup. The SRCM Tactical Allocation Portfolio and the SRCM High Income Portfolio. Check both out under the ETF Portfolio tab..
  • Doug Wolfe quoted in MarketWatch.com article ETF managers stumble in first half of 2012.
  • SRCM’s 5 ETF Portfolios are now available on Invest n Retire’s 401k Platform.
  • SRCM’s 5 ETF Portfolios are now available on Placemark Investments UMA Platform.
  • SRCM was ranked among the top 500 RIA firms by FA Magazine in their - Top RIA Survey 2011.