This month, we hosted a fantastic webinar to share the details of our upcoming ETF launch, and we couldn’t be more thrilled with the response. The great questions from attendees reflected the thoughtfulness of our clients and their shared commitment to smarter, evidence-based investing.

Excitement is building, not just among our clients but also from other advisory firms across the country eager to offer the same advantages to their own clients. It’s clear that our approach and strategy, combined with the tax-benefits of the 351 conversion, resonate with investors trying to move toward the most efficient evidence-based investment solution tax-free.

This ETF is more than a product; it’s a philosophy in action. And as we approach the holidays, we’re proud to think of it as the gift we’re giving to help you and your portfolios grow stronger for years to come.

Stay tuned—2025 is already shaping up to be a remarkable year.