CHAPTER 10CASE STUDY: DAVID HULTSTROM, FOUNDER AND CIO, FINANCIAL ARCHITECTS LLC

In the previous chapter we looked at the concepts behind fundamentally weighted ETFs and how they are different from the more traditional market-cap-weighted ETFs.

In this chapter we look at how an experienced financial advisor uses these ETFs in practice. We do this by profiling the approach used by David Hultstrom, the founder and CIO of Financial Architects, a successful RIA firm based in Woodstock, Georgia. David is a thought leader in the use of ETFs both as an early adopter of ETFs in his own practice and as a trainer for other financial planners and an adjunct faculty member at Emory University. He has deep expertise in using fundamentally weighted ETFs as ...

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