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Thursday, June 12, 2008

ETF Portfolio Solutions Hires New CIO

News summary by MFWire's editors

ETF Portfolio Solutions has hired an American Century vet to be its chief investment officer. Bill Koehler has joined the company from American Century, where he was a vice president. Koehler will also be making an equity investment in ETF Portfolio Solutions.


Company Press Release

Former American Century Investments Executive Joins ETF Portfolio Solutions as Chief Investment Officer

Overland Park, KS (PRWEB) June 11, 2008 -- ETF Portfolio Solutions, Inc., one of the nation's leading investment advisers specializing in the portfolio management of exchange traded funds (ETFs), announced today that William E. Koehler, CFA, has joined the firm as chief investment officer. Founded in 2004 by Richard D. Romey, ETF Portfolio Solutions serves individual and institutional investors by designing, implementing and maintaining equity, fixed income and alternative investment portfolios utilizing the 21st century's most revolutionary and transformative investment vehicles, ETFs.

"Bill Koehler is a man of great integrity, character and accomplishment," said Romey, president and founder of ETF Portfolio Solutions. "He is a respected and knowledgeable investment professional of the highest caliber and we're thrilled to have him serve as the anchor of our investment management team. He brings a wealth of experience, wisdom and judgment from successfully serving both individual and institutional investors over his 26-year career. Bill's broad and deep understanding of capital markets, investment policy, portfolio construction and asset class investment strategies will be invaluable in serving our clients and contributing to their enduring success."

First introduced in 1993, ETFs combine the most attractive features of index mutual funds and common stocks. ETFs offer the tax efficiency, low cost and diversification benefits of index mutual funds and the liquidity, flexibility and control of common stocks. Today, there are over 650 ETFs available tracking every segment of the equity, fixed income and alternative investment markets, with total assets under management exceeding $600 billion.

"ETFs are the most important financial innovation of the last 30 years and will continue to revolutionize and transform the investment industry," said Koehler. "I have followed the progress of the ETF industry closely over my career, and I am convinced ETFs will continue to benefit investors tremendously. I'm also excited to be making an equity investment in the firm and serving with Rich Romey and the ETF Portfolio Solutions team as stewards for current and future clients."

Prior to joining ETF Portfolio Solutions, Koehler, 47, was a vice president at American Century Investments, where he led the day-to-day investment oversight efforts. He was a founding member of the firm's Investment Oversight Committee, which is responsible for the firm's 32 investment strategies representing approximately $100 billion in assets under management spread across 88 mutual funds and separate accounts. He joined American Century Investments in 1996 after serving as vice president and director of research at DeMarche Associates, Inc., a national pension consulting firm based in Overland Park, Kansas. Koehler earned his BBA in finance from the University of Iowa and his MBA from the University of Kansas. He holds the Chartered Financial Analyst designation.

ETF Portfolio Solutions, Inc., headquartered in Overland Park, Kansas, is a fee-based registered investment adviser (RIA) specializing in the portfolio management of exchange traded funds (ETFs). The firm offers investors a powerful alternative to mutual fund based-portfolios and packaged financial products. Its structured, disciplined approach combines proven strategies with the most efficient investment tools available. Nationally recognized ETF expert, Richard D. Romey, the founder of ETF Portfolio Solutions, is the author of Strategic Index Investing--Unlocking the Power of Exchange Traded Index Funds. 

Edited by: Erin Kello


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