New York, Chicago, Milwaukee, and Detroit
Portfolio Categories: Advisory (Tidal Trust)
Defiance ETFs
Defiance’s suite of first-mover thematic ETFs allows investors to express a targeted view on dynamic sectors that are leading the way in disruptive innovations, including artificial intelligence, quantum computing, 5G, Hydrogen energy and electric vehicles.
Roundhill Investments
Roundhill Investments is an SEC-registered investment advisor focused on offering innovative ETFs. Started in 2018, 29-year old co-founders Will and Tim founded the firm to shake up the stodgy investment management industry. In the years following, Roundhill has launched several first-to-market
Meet Kevin
The MeetKevin Pricing Power ETF is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing primarily in the U.S.-listed equity securities of Innovative Companies.
YieldMax
YieldMax™ ETFs was founded by ETF industry veterans with decades of experience in income-focused investments, options strategies, portfolio management, fund risk management, and fund operations. Our mission is to create innovative and unique ETFs that solve problems for investors of all
Nicholas Wealth Management
Nicholas Wealth Management provides investment advisory services to individuals and institutions. We use distinct tactics to measure risk and minimize portfolio volatility. With XFUNDS, our primary research focuses on seeking to mitigate risk and income producing securities. The firm’s strategies attempt
Newfound Research
Newfound Research LLC is a quantitative investment and research firm dedicated to helping investors pro-actively unlock the benefits of diversification through Return Stacking®. We manage alternative strategies and capital efficient solutions that allow investors to implement Return Stacking® concepts.
Grizzle Investment Management
The Grizzle Growth ETF invests in key growth themes across multiple sectors. The ETF is actively managed with a rigorous focus on investment process, portfolio construction and risk management. The DARP ETF will seek growth through innovation and disruption, targeting companies
Family Dynasty Advisors
Family Dynasty Advisor’s Tactical Strategy strives to produce attractive long-term investment gains by minimizing the negative impact a significant market decline can have on a client’s portfolio.
Days Global Advisors
Our mission is to provide you with innovative investment solutions that promote an exceptional I.D.E.A (Inclusion, Diversity, Equity, and Access) to the historically exclusive field of generational wealth investing. We open your access to the sophisticated strategies family offices use to