ETF Portfolio Partners

ETF Portfolio Partners

David Kreinces founded ETF Portfolio Partners in 2003 in the Kansas City area, establishing a registered investment advisory practice centered entirely on exchange-traded funds. The firm launched during a period when ETFs were gaining regulatory approval for broader use in managed accounts. Kreinces built the firm around a proprietary tactical asset allocation model designed to shift exposures in response to market trends rather than adhering to static benchmarks. The firm constructs portfolios from a universe of broad-market, sector, and bond ETFs. Its strategy relies on momentum and relative-strength signals to determine when to rotate client assets into equity sectors, aggregate bond funds, or defensive Treasury and money-market equivalents. The process is rules-based and applied uniformly across separately managed accounts. In practice, this has meant overweighting technology and healthcare ETFs during strong bull runs and reallocating toward short-duration bonds or cash proxies when models signal market stress. The strategy is benchmarked against blended indexes but does not seek to track them. ETF Portfolio Partners operates from a single office in Shawnee Mission, with Kreinces serving as the primary portfolio manager and decision-maker on allocation shifts. The firm has been profiled intermittently by financial publications — notably in Barron's, which included Kreinces among top independent advisors in past rankings — though the practice has remained deliberately small. There are no disclosed private funds, real-asset arms, or adjacent philanthropic vehicles. The firm's posture is concentrated entirely on the liquid, transparent ETF wrapper as a delivery mechanism for tactical management. Kreinces's model represents a structural departure from the typical independent RIA, which often blends financial planning with manager selection. ETF Portfolio Partners operates more like a systematic strategy shop, where the investment process — not advisor headcount or planning services — is the product. This singular focus on ETF rotation, governed by quantitative triggers rather than committee deliberation, positions the firm closer to a rules-based sub-advisor than a conventional wealth management practice.