The Magnificent Seven - U.S. portfolio provides targeted exposure to the seven mega-cap technology companies that have come to define market leadership and innovation in the U.S. equity market. Through an equal-weighted allocation, the strategy avoids the concentration risk inherent in market-cap-weighted approaches, giving each holding balanced representation rather than allowing the largest names to dominate the portfolio's performance. The portfolio is designed for investors seeking direct exposure to the companies driving trends in areas such as artificial intelligence, cloud computing, e-commerce, and consumer technology, while maintaining a more diversified risk profile across the group than a cap-weighted approach would provide.

Dividend Appreciation ETF - Large Cap - U.S.

The Shaker Small Cap Growth Strategy aims to outperform the U.S. small cap growth benchmark through a concentrated portfolio of high-conviction ideas. The strategy combines disciplined, research-driven stock selection with broad sector diversification. Portfolio construction is grounded in fundamental analysis and valuation discipline, with the Investment Committee applying strict criteria for position sizing and rebalancing to maintain a focused, growth-oriented approach.

The Shaker Fundamental Growth Strategy is designed to outperform the broad U.S. equity market by investing in high-quality companies with strong, lasting growth potential. We invest across all market caps and sectors, using a disciplined, research-first approach to find the right opportunities. Our team focuses on company fundamentals and valuation to build a well-balanced, growth-focused portfolio. Every stock is carefully selected and actively managed to help deliver consistent long-term results.

A portfolio designed to be a core allocation. The Growth portfolio is a dynamically managed, high-conviction, long-only strategy focused on high-quality U.S. companies across all market caps. The strategy built with approximately 40 large-cap stocks, enhanced by active ETFs for targeted exposure to mid- and small-cap opportunities. With a disciplined barbell approach, it blends resilient compounders and high-growth innovators—prioritizing strong fundamentals to manage risk and support long-term compounding.

A low-minimum portfolio designed to be a core allocation. The Growth ETF is a high-conviction portfolio built around global ETFs, with an emphasis on U.S. companies across the market cap spectrum. It combines actively managed and factor-based ETFs to provide targeted exposure, cost efficiency, tax awareness, and strategic diversification. Designed for long-term growth with a lower investment minimum, it uses a disciplined selection process to focus on quality, growth, and proven performance.

A portfolio designed to be a satellite allocation to enhance a core allocation with a focus on growth. Growth Alt+ is a diversified, semi-liquid portfolio that offers investors access to private equity, private credit, CLO equity, catastrophe bonds, and infrastructure. Implemented through interval funds, it provides daily purchase liquidity and quarterly redemptions, targeting net returns in the low-to-mid teens over full market cycles. A rigorous manager selection process ensures exposure to institutional-quality strategies with strong track records and deep expertise in alternative investments. Appropriate for non-accredited investors.

Income Alt + is a diversified, semi-liquid, long-only portfolio providing access to private equity, private credit, CLO equity, catastrophe bonds, and infrastructure. This Strategy is implemented through interval funds offering daily liquidity for purchases and quarterly liquidity for redemptions. It is designed to target net returns in the low-to-mid teens across full economic cycles. This strategy Employs a disciplined screening process to identify institutional-caliber managers with proven track records and deep investment expertise. Available to investor types seeking access to alternative income opportunities.

A portfolio designed to be a core income allocation or to enhance a core income allocation. Income is a dynamically managed, long-only portfolio built to maximize income while maintaining thoughtful diversification across public and private markets. It combines institutional-quality ETFs and interval funds, anchored by private credit exposure, to deliver attractive yields and enhance diversification beyond traditional fixed income. The strategy selectively includes high yield assets and dynamically adjusts credit quality, interest rate structure, and duration to navigate evolving market conditions.

A portfolio designed to be a core income allocation. Defensive Income is a dynamically managed, long-only portfolio built to balance income with downside protection while maintaining thoughtful diversification across public and private markets. It combines institutional-quality ETFs and interval funds, anchored by private credit exposure, to deliver attractive yields and enhance diversification beyond traditional fixed income. The strategy selectively includes investment grade assets and dynamically adjusts credit quality, interest rate structure, and duration to navigate evolving market conditions.