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Portfolio Categories: Advisory (Tidal Trust)
Sound Income Strategies
Sound Income Strategies was founded by David J. Scranton (CLU, ChFC, CFP®, CFA, MSFS). David has been recognized, during his 30 years in the industry, as an advisor who is particularly protective of his clients’ assets. For the past 20 years,
Newday
Newday Impact is the financial services company which provides authentic portfolios for socially responsible investors. Backed by insightful research and recognized community leaders, we offer portfolios addressing the world’s most pressing environmental and social issues, including climate action, ocean health, clean
Leatherback
Leatherback aspires to be the premier provider of actively managed, liquid alternative ETF strategies. Leatherback wants to put investors first by providing transparent, liquid, low-cost and tax-efficient alternative investment solutions.
FolioBeyond
As the firm’s name suggests, FolioBeyond’s mission goes far beyond traditional asset managers in delivering a transparent, cost-effective, and customer-centric experience. The overarching goal is to provide advanced asset management solutions that leverage automation and technology. FolioBeyond was created by
Aztlan
We are passionate about investing in free cash flow generating businesses. We select stocks by determining relative attractiveness based on fundamental analysis seeking high and sustainable: free cash flow generation, competitive advantages, earnings growth, capital returns, balance sheet quality, corporate governance
ATAC Funds
The ATAC Rotation Funds are designed to be absolute return, tactical strategies. The Funds seek to rotate between risk-on (equities/high yield bonds) or risk-off (Treasuries) based on leading indicators of volatility.
Adasina
At Adasina Social Capital, we're committed to making large-scale, systemic change through investments in public markets. Our diverse team of people from non-traditional backgrounds works closely with the communities we intend to impact – aligning investors with social justice movements.
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