Exchange-Traded Funds

Not all ETFs are created equal.

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Want to hit Pause on your Taxes

Capital gains tax can eat into your profits with every transaction. Now, envision a diversified investment that excels in tax efficiency beyond traditional mutual funds and stocks, and even places tax timing under your control.

While taxes are inevitable, the timing of when you pay them can make a significant difference to your investment growth.

Deferring Capital Gains Tax
This isn't just an investment; it's a strategy for smart growth and a tool to minimize transaction costs.
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Our low-volatility ETF allows you to decide when to pay those capital gains taxes enabling you to align with your financial plan or even a lower tax year.

Learn More - Listed On The NYSE

Rebalancing occurs inside our ETF, so your investments are able to compound freely without the constant drag of yearly capital gains tax as long as portions of the ETF are not sold.

The Benefits Don't Stop At Tax Efficiency

Lower Volatility

Compound Growth

Lower Transaction Costs

Flexibility in Retirement Planning

Rebalancing Advantages

Greater Investment Potential

Protect Your Money From Market Volatility

There's another common worry for investors: the stomach-churning volatility of the market. We've all experienced that sinking feeling as we watch the value of investments plunge, leaving investors second-guessing decisions.

REALITY Check

If you suffer a 50% investment loss, you will need 100% gain just to break even. That's no small feat.

Required Gain from Investment loss in order to break even.

Here's where our actively managed, low-volatility ETF enters the picture. It's not just a diversified investment; it's a shield against market turbulence.

With an average of 14 holdings and the ability to go to cash during rocky market periods, this ETF stands as a steady tax-deferring powerhouse.

Firm ETF - Cyclical Holdings
Firm ETF - Defensive Holdings
    Drastically Reduce

    Standard Deviation

    The strength of our ETF goes beyond just its holdings and structure. It's also about active management.

    Rooted in the wisdom and methodologies of over 25 years in investments, our ETF is a thoughtful blend of financial understanding and tactical, strategic planning that seeks balanced growth and stability.

    How To Invest

    Even if you're already working with an investment manager or managing your investments solo, not to worry. Our ETF can be seamlessly incorporated into your current portfolio management.

    Traded on the New York Stock Exchange Arca and available through various channels, including broker-dealers, investment advisers, and other financial services.
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    FINANCIAL INSTITUTIONS

    Are you a financial professional and require more information? Schedule a call with our ETF specialist.
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    What Are ETFs?

    An Exchange Traded Fund (ETF) allows investors to buy and sell an entire basket of securities with a single transaction and provides an efficient way to diversify your portfolio, without having to select individual stocks or bonds.

    Exchange

    ETFs are listed on various exchanges. For instance, U.S. exchanges include the New York Stock Exchange (NYSE), Chicago Board Options Exchange (Cboe), and Nasdaq.

    Traded

    While there are differences, ETFs act similar to stocks when traded. Investors can buy and sell ETF shares during market hours, like trading shares of a public company.

    Fund

    An ETF is a portfolio of securities, much like a mutual fund. ETFs can be based on an existing index or a unique mixture of stocks that can change daily.

    FAQs about ETFs

    Do you have questions about why ETFs have become such a popular choice for investors? We have answers.