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Converting mutual funds to exchange traded funds (ETFs) has been a trend gathering pace on Wall...
Greg’s 18 years of experience as a Financial Advisor is a strong assurance that Adaptive Investments recognizes the needs of advisors. Greg was instrumental in the design of the Adaptive Investments strategies and for the majority of the relationships with the Fund’s Signal providers and Sub-advisors. Prior to founding Adaptive Investments and FolioMetrix/RiskX, Greg was the co-founder and President of Tagge*Rutherford Financial Group, a financial services firm founded in 1992. Greg holds a designation as a Certified Financial Planner™ and received a Bachelor of Science in Business Administration from the University of Nebraska – Omaha and a Master of Business Administration from Golden Gate University. Greg resides in Carmel, California with his wife, Jennifer and their children. He has been involved on many charitable boards and community organizations. Greg continues to find time to coach youth sports including baseball, basketball and football and enjoys the game of golf although it provides a considerable amount of frustration.
Scott is an accomplished member of the Adaptive Investments team with 25 years of experience in portfolio management, research and investment strategies. Scott serves as Chief Investment Officer and is responsible for leading the research and investment strategies for Adaptive Investments. He also serves as Portfolio Manager for Adaptive Tactical Economic SMA, Adaptive Tactical Economic Fund, Adaptive Hedged High Income Fund and the NE Index Fund. Prior to Adaptive Investments, Scott served as Senior Portfolio Manager and Chief Investment Strategist for Linder Capital Advisors. Scott is a frequent speaker at conferences on Portfolio Management and has been honored as a guest speaker at Georgia Institute of Technology. Scott earned his Bachelor of Business Administration at James Madison University. He resides in Georgia with his family. Scott also holds the Chartered Financial Analyst designation (CFA) and is a member of the Atlanta Society of Finance and Investment Professionals.
Important Risk Disclosure
Investing involves risk including the risk of loss of principal.
ETFs trade like stocks, are subject to investment risk, 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.
This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.
The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.
Distributor: ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.
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Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.ssga.com. Read it carefully.
None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with Vettafi ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with Vettafi ETF Strategist, including arrangements relating to SPDR® ETFs. State Street does not endorse Vettafi ETF Strategist and disclaims any liability associated with Vettafi ETF Strategist.
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