Uncommon Investment Advisors Introduces First ETF
Equity fund is sub-advised by Portfolio Design Advisors, Inc.
The Uncommon Portfolio Design Core Equity ETF is an actively managed ETF that seeks to achieve its investment objective of providing capital appreciation by investing primarily in equity securities. Investments are comprised of two different strategies managed by Portfolio Design Advisors (PDA).
"We are excited to partner with Uncommon Investments for the launch of our first ETF," said Paul Knipping, PDA Portfolio Manager. "The fund combines two of our most popular strategies: our Large Cap Dividend Payer model, predominately a dividend paying strategy, and our Pure U.S. Equity model which is a large cap growth strategy. We believe the combination of these two strategies creates a diversified large cap core ETF, which can be used by both taxable and tax-advantage clients."
The fund's investments will be weighted by the sub-advisor between 40-60 percent to each strategy. A significant advantage of the new ETF is that it allows financial advisors and individual investors to invest in PDA's most popular strategies at a much lower minimum investment than through its model portfolios.
"Advisors who utilize our unified managed account platform, Axiom, also can cost efficiently access our strategies,"
Themed ETFs and investment products are part of Uncommon Giving's end-to-end financial solutions for corporate social responsibility, digital giving by individuals, and investing options that align with a multitude of interests and values. Uncommon Investments was created to build and make investable ideas that both promote the company's mission and provide a platform for unique partners.
"Uncommon and Portfolio Design Advisors share the same values and an outcome-oriented approach to how money is invested and then utilized. PDA approaches the markets from a "client first" perspective and we are proud to help them take their work to a wider audience," said John Pileggi, Chief Investment Officer of Uncommon Giving and President of Uncommon Investment Advisors. "The markets should expect more of our proprietary products, very soon."
Uncommon Portfolio Design Core Equity Fund details may be found at https://www.uncommonetfs.com/
About Uncommon Giving:
Uncommon Giving Corporation is a digital-first financial services company changing the way people give, invest and make an impact on the world. The company offers a broad range of solutions for corporate social responsibility, digital giving by individuals and sustainable impact investing, all aligned with a multitude of interests and values. Through the company's flagship online platform, UncommonGiving.com, people can discover nonprofits, explore causes and donate to 1.2 million 501(c)(3) charitable organizations from a digital giving wallet – a democratized donor-advised fund. With one unified platform for its capabilities, Uncommon strives to be a first-of-its-
Uncommon Giving Corporation, The Generosity Company™, is headquartered in Scottsdale, Arizona. Company leaders bring decades of experience in financial services, banking, investments, technology and charity, and provide unique capabilities and innovative financial solutions for maximizing generosity.
All securities products or other advisory services are provided by affiliate Uncommon Investment Advisors, an SEC registered investment adviser. Uncommon Giving Corporation is not registered as an investment adviser with the SEC.
About Portfolio Design Advisors, Inc.:
Portfolio Design Advisors, Inc. is an SEC registered investment adviser headquartered in Denver, Colorado. With more than 36 years of combined investment experience, PDA team members specialize in creating sophisticated and customized investment strategies for clients. Portfolio managers have access to numerous world class institutional-
For more information, visit: https://portfoliodesign.us.
Past performance does not guarantee future results and there is no assurance that any investment strategy will achieve its investment objective. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Uncommon Core Equity ETF. This and other information about the funds is contained in the prospectuses and should be read carefully before investing. The prospectus can be obtained on our website https://www.uncommonetfs.com/
The Uncommon ETFs are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Neither Uncommon Investment Advisors LLC, Portfolio Design Advisors, Inc, nor Uncommon Giving Corporation are affiliated with Northern Lights Distributors, LLC.
Chief Investment Officer, Uncommon Giving Corporation