ETF CONSULTANTS LLC

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ETF Consultants LLC provides a broad range of consulting services focused on Exchange-Traded Funds (ETFs) for: 

ETF Issuers
Exchanges, Markets and ETF Market Makers
ETF Research Organizations and Institutional Investors
Index Publishers

Our Mission

We believe that the core features of  ETFs:

•     Creation and redemption of fund shares largely in-kind
•     Intra-day trading at prices close to intraday underlying value
•     Operating and trading cost minimization

can be the basis of a new generation of funds that offer unprecedented value and versatility to investors

Company Profile

The principal of ETF Consultants LLC, Gary Gastineau, organized the company  in May 2003 to provide specialized exchange-traded fund consulting services to ETF issuers, exchanges and other markets, market makers, research organizations and investors.  

We are prepared to work with client personnel or other consultants as appropriate on a specific project. We will also suggest organizations that have complementary skills when appropriate.

Gary Gastineau is a recognized expert on open-end exchange traded funds. Prior to joining ETF Advisors , LP, a new ETF management firm, as Managing Director in May 2002, he was Managing Director for ETF Product Development at Nuveen Investments.  Preceding his tenure at Nuveen, he directed product development at the American Stock Exchange for approximately five years. As Senior Vice President in New Product Development, Gastineau was instrumental in the introduction of many of the popular ETF products which have attracted more than $100 billion in assets since their first appearance in 1993.  Previously, he held senior positions in research, product development and portfolio management at major investment banking firms.

His book, The Exchange-Traded Funds Manual, was published in February 2002 by Wiley. Gary is also the author of The Options Manual (Third Edition, McGraw-Hill, 1988), and co-author of the Dictionary of Financial Risk Management (Fabozzi, 1999) and Equity Flex Options (Fabozzi, 1999), as well as numerous journal articles. He received the Bernstein Fabozzi/Jacobs Levy Award for an Outstanding Article for “Equity Index Funds Have Lost Their Way,” which appeared in the Winter 2002 issue of The Journal of Portfolio Management.

Gary Gastineau serves on the editorial boards of  The Journal of Portfolio Management, The Journal of Derivatives, The Journal of Indexes, Contemporary Finance Digest and Financial Practice and Education. Gary is a member of a number of advisory boards including the Review Board for the Research Foundation of the Association for Investment Management and Research (AIMR). He is an honors graduate of both Harvard College and Harvard Business School.

Contact Information

Telephone

908-598-0440

FAX

908-598-0467

Postal address

382 Springfield Avenue, Suite 206, Summit, New Jersey 07901

Electronic mail

General Information: rosemary@etfconsultants.com
Webmistress:  rosemary@etfconsultants.com

Send mail to rosemary@etfconsultants.com with questions or comments about this web site.
Copyright © 2003 ETF Consultants LLC