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Larry Berman

Partner and Chief Investment Officer

ETF Capital Management

As partner and chief investment officer, Larry Berman, CMT, CFA, CTA, is co-founder of ETF Capital Management and Quintessence Wealth. Since 2007, he is well known as the host of Berman's Call on BNN Bloomberg. Mr. Berman's qualifications and 30-plus years of industry experience are extensive. He is a multi-award-winning portfolio manager, focusing on asset allocation, capital preservation with a value or growth at a reasonable price tilt to his investment style. Mr. Berman's award-winning investment philosophy focuses on assessing risk and return.

Speaker Schedule

Wednesday, July 8, 2020 - 9:00 am to 9:30 am EDT How to Build a Sleep at Night Portfolio Focus: ETFs

Larry Berman's focus is to provide his clients with an all-in-one, tactical portfolio that helps them meet their investment goals while being able to sleep-at-night. Please join us as he discusses his unique investment process which he leverages in three products he manages for BMO: BMO Tactical Growth ETF Fund with a focus on growth with capital preservation, BMO Tactical Dividend ETF Fund focused on risk adjusted returns and income, and BMO Tactical Balanced ETF Fund which focuses on total return. Don't miss the chance to ask Larry your most pressing investing questions in the live webinar!


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