Charles Carroll Financial Partners is a registered adviser offering investment management to clients throughout the United States.
We use Exchange Traded Funds sparingly. While these types of investment are an attractive option for investors because of their high liquidity and low-cost, our experience leads us to treat ETFs with caution. Their high liquidity make ETFs prime targets for large broker/dealers who utilize their liquidity to make wholesale changes to their own portfolios potentially creating inefficiencies in their valuation. For this reason, we believe that stocks are more beneficial for our investors than ETFs.
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