Why ETFs Matter to Our Clients
By incorporating ETFs into our investment strategy, we can align with modern portfolio theory, aiming to enhance risk-adjusted returns while giving clients the ability to stay agile in ever-changing markets.
We’re proud to announce that Nautical Star Financial Group and our principal, Lance Peters, have been recognized on ETF.com’s Leaders: Top Advisors & Firms list — highlighting 50 of the most forward-thinking Registered Investment Advisor (RIA) firms in the nation.
This honor reflects our team’s commitment to delivering thoughtful, strategic, and tax-efficient investment guidance — particularly in the complex and fast-evolving world of exchange-traded funds (ETFs). To be included among ETF.com’s Top 50 RIA Firms is a testament to the strength of our approach and the trust of our clients.
> Watch the video announcement featuring Lance Peters
ETFs are central to the way we build portfolios. As Lance explains in the video, “ETFs have two main benefits to our clients: First, they provide flexible, tax-efficient options — especially valuable for clients in high-tax states. Second, ETFs are often more cost-effective than mutual funds while still offering broad diversification and liquidity.”
If you have questions about how ETFs might affect your portfolio, give us a call or schedule a meeting. I’m always happy to be a resource for you.
How the Top 50 Are Chosen
Every firm on ETF.com’s Leaders list submitted a formal application and was reviewed by the site’s editorial team. Selection criteria included a significant use of ETFs in client portfolios and a demonstrated commitment to innovation, transparency, and long-term client value.
We’re honored to be recognized alongside so many respected firms. Thank you to ETF.com, our dedicated team, and, most importantly, our clients for making this milestone possible.