Where? What? Why?
Where can it fit?
The PlanRock Alternative Growth ETF is offered as a potential replacement or complement to traditional stock portfolios. The Fund's strategy is designed to have low correlation to US and Foreign stocks with similar or lower volatility.
What the Fund is and What the Fund is not.
The Fund can be a well-balanced diversifier to stocks and other growth assets.
The Fund is an active and systematic rules-based investment strategy with three experienced portfolio managers.
The Fund is not designed to hit a homerun or be the highest performer in any given year.
The fund is designed for potential lower downside market volatility while attempting to achieve favorable long-term upside performance compared to global equity markets.
The Fund strategy is designed to capitalize on trends and momentum in various growth markets. As a result, market volatility can be experience during the short-term.
The fund can be a hedge to declining growth markets.
Why should you invest?
Many investment portfolios, mutual funds and ETFs follow the volatility and risks associated with traditional markets.
The PlanRock Alternative Growth ETF seeks to follow rising trending growth markets and rotate out of falling markets while providing lower correlation to traditional equity markets. This philosophy helps the investor advance and preserve capital over time.