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1. An efficient and sophisticated investment vehicle with low drag from fees and taxes, expertly and actively managed to deliver strong investment performance.
AlphaGlider manages low cost, fully diversified,1 actively managed investment strategies, in the best interests of retail investors across the United States.
Our investment strategies are primarily composed of exchange-traded funds (ETFs)2 and are:
- Low investment advisory fees
- Low fund management fees
- Low custodian fees
- Tax sensitive asset location
- Tax loss harvesting
- Tax sensitive trading
- We are fiduciaries — we are held to the highest standard of conduct and must always act in the best interest of our clients
- Our fees are simple and transparent
- Our money is invested alongside yours
- Invest to exploit market mispricings
- Long-term orientation
- Experienced personnel
NOTES & DISCLOSURES
1Neither asset allocation nor diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.
2Mutual funds and exchange-traded funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the fund company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.