Bluestone serves as portfolio manager and subadvisor to the Adaptive Alpha Opportunities ETF. The Adaptive Alpha Opportunities ETF (ticker symbol: AGOX
) is an adaptive portfolio designed as an equity replacement strategy focused on improving the risk-adjusted performance for our investors over the course of a full market cycle. The Fund seeks total return and seeks to navigate changing market environments by blending a top-down macro framework with bottom-up fundamental insights. When it is appropriate to position the portfolio defensively, this strategy considers cash to be an asset class and may allocate a significant percentage to cash and cash equivalents. For further information please click here
Investors should consider the investment objective, management fees, risks, charges and expenses of the Fund carefully before investing or sending money. The Prospectus and Summary Prospectus contains this and other information about the Fund. For a current Prospectus and/or Summary Prospectus, call 800-773-3863. Please read the Prospectus and/or Summary Prospectus carefully before you invest. Current and future holdings are subject to change and risk.
An investment in the Adaptive Alpha Opportunities ETF is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Generally, the Fund will be subject to the following additional risks: Common Stock Risk: The Fund's investments in shares of common stock, both directly and indirectly, through the Fund's investment in shares of other investment companies, may fluctuate in value response to many factors. Such price fluctuations subject the Fund to potential losses. Control of Portfolio Funds Risk: There is not guarantee that the Portfolio Funds will achieve their investment objectives and the Fund has exposure to the investment risks of the Portfolio Funds. While the shares of the Fund are tradable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress. ETFs trade like stocks, are subject to investment risks, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns. More information about these risks can be found in the Fund's prospectus.
The Adaptive Alpha Opportunities ETF is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E Six Forks Road, Suite 200, Raleigh, NC 27609. There is no affiliation between Adaptive Investments, the investment advisor to the Fund, Bluestone Capital Management, LLC, the investment sub-advisor to the Fund, and Capital Investment Group, Inc.