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The ETF Advantage
02/23/26
As markets grow more complex and tax awareness becomes increasingly important, the flexibility and efficiency of ETFs — particularly in institutional and high-net-worth portfolios — continue to drive their dominance. SGI's Sr. Portfolio and Trading Manager, Robin Kaukonen, shares insights.
Designed to help manage volatility while staying aligned with long-term portfolio objectives, SGI’s ETF lineup supports investors across changing market conditions. From dynamic tactical strategies to enhanced income approaches using options, these ETFs aim to balance growth, resilience, and risk awareness.
SGI launches its new Enhanced Model Portfolios, a suite of ETF driven investment strategies that incorporate option income alongside a disciplined, index-focused approach. The new models are designed to make institutional-style portfolio techniques available to a broader range of investors.
Suited for larger individual accounts, family offices, institutions, and endowments and foundations, SMAs are best for investors who prefer to own individual stocks, bonds, real estate, private capital and other direct investments.
Mutual funds allow you to invest according to our same risk managed approach, while getting started with a lower dollar amount. Mutual funds may help you diversify broadly as you build your retirement account or pursue other investment objectives.
These types of investments provide daily liquidity and more transparency about their holdings. Like mutual funds, ETFs can be actively managed. They also offer lower fees. Learn about the specific objectives they may help you meet.
Summit Global Investments works with professional financial advisors across the United States. They can offer you a complete investing program, or specific strategies to enhance your overall portfolio.
If you are an advisor, let us tell you about the many services we offer to help make your practice more efficient and successful.