Nautical Star Financial Group Recognized Among ETF.com’s Top 50 RIA Firms
View the full ETF.com Top 50 RIA Firms list.
We’re proud to share that Nautical Star Financial Group, LLC and Lance Peters, AIF®, PPC®, CPFA®, RICP®have been recognized on ETF.com’s Leaders: Top Advisors & Firms list. This prestigious list highlights Registered Investment Advisor (RIA) firms demonstrating leadership, innovation, and expertise in the use of exchange-traded funds (ETFs) as part of their investment strategy.
Being named one of the Top 50 RIA Firms in the nation by ETF.com reflects our firm’s strong commitment to building diversified, cost-efficient, and tax-smart portfolios for our clients — especially those navigating the complexities of high-tax environments.
A Strategic, Client-Centered Investment Approach
Our investment management philosophy centers on modern portfolio theory — a research-driven strategy that seeks to optimize risk-adjusted returns. ETFs are a powerful tool in this approach, offering broad diversification, lower expense ratios, and greater tax efficiency than traditional mutual funds.
“ETFs offer two main advantages for our clients,” says Lance Peters, Principal. “They provide cost-effective, flexible options and can significantly reduce tax exposure — which is particularly valuable for our clients in high-income tax states. They also give us access to global markets and asset classes, all while maintaining liquidity and transparency.”
Why This Recognition Matters
The selection process for ETF.com’s Top 50 list involved a rigorous review of each firm's application and investment approach, with emphasis placed on how significantly ETFs are utilized in client portfolios. Inclusion on this list affirms Nautical Star’s thoughtful, forward-looking approach to investment management and financial planning.
We’re honored to be recognized alongside other outstanding firms across the country and remain deeply grateful to our clients for their continued trust.
View the full ETF.com Top 50 RIA Firms list.