INVESTING

Exchange-Traded Fund

An Exchange-Traded Fund (ETF) is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange.

Our income is derived solely from our clients, our loyalty is to our clients not a large bank.

Features

Shares are traded in the secondary market like the shares of a CEF, with the investor having the ability to trade at any time during market hours, sell short, or margin shares.  

A unique feature to ETFs is their use of “in-kind” creation and redemption of shares.  The “in-kind” creations and redemption feature keeps market prices of ETF shares close to NAV and avoids the premiums and discounts typical for CEFs.  Exchange specialists are established by the fund to ensure an efficient, orderly market in the shares.

Advantages

  • Instant diversification
  • Access to markets typically difficult to access
  • Low cost
  • Tax efficient structure
  • Tax planning advantages
  • Larger ETFs have efficient option trading

Benefits

An Exchange-Traded Fund (ETF) is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange. Shares are traded in the secondary market like the shares of a CEF, with the investor having the ability to trade at any time during market hours, sell short, or margin shares. A unique feature to ETFs is their use of “in-kind” creation and redemption of shares. The “in-kind” creations and redemption feature keeps market prices of ETF shares close to NAV and avoids the premiums and discounts typical for CEFs. Exchange specialists are established by the fund to ensure an efficient, orderly market in the shares.

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WEB SITE ACCESS ACKNOWLEDGMENT

As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.