What does this mean? Firm can legally elect to accept commissions for their investment advisory services. Questions to ask Technology Sector Risk. Large-capitalization companies may trailthe returns of the overall stock market. The launch of these funds comes during Strives Excellence Campaign, which began last month. First thing we have here is our competitive pricing structure, one of the only companies here in Utah that did not charge leasing fees, lease renewal or any sign . It helps investors find funds most likely to outperform their peers over a full market cycle. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Which securities does your firm trade for itself that it will also be recommending to me? Investments must have at least 36 continuous months of total returns to receive a rating. Our clients come from all different backgrounds and income levels, though often they have at least $350,000 in investable assets. For a prospectus or summary prospectus with this and other information about the Fund, please call 855-427-7360 or visit our website at www.strivefunds.com. While partners may pay to provide offers or be featured, e.g. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Provide specific products and services to you, such as portfolio management or data aggregation. The securities of small-capitalization companies may be more vulnerable to adverse issuer, market, political, or economic developments than securities of large- or mid-capitalization companies. Vivek graduated summa cum laude from Harvard, and received his law degree from Yale while working as a hedge fund partner. Hint: Its not about pursuing perfection. Companiesthat issue dividend-paying stocks are not required to pay or continue paying dividends on such stocks. Questions to ask Therefore, growth securities may go in and out of favor over time. The firm currently. Geopolitical/Natural Disaster Risks. What conflicts arise from this relationship? As a financial advisory firm, Strive Investment Management can provide a variety of financial planning services for Americans. Large-capitalization companies may trailthe returns of the overall stock market. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. The Strive 1000 Growth ETF (STXG) is passively managed and seeks exposure toU.S. equities that exhibit growth characteristics. Holdings are subject to change. A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. New Fund Risk. Index Calculation Risk. Strive Investment Management manages $4.1 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Anson received his BA from Yale and his MBA from Harvard. Asset Management Fees. New Fund Risk. The Fund is a recently organized management investment company with limited operating history. Please see our General Disclaimers for more information. Large-capitalization companies may trailthe returns of the overall stock market. Some mid-capitalization companies have limited product lines, markets, and financial and managerial resources and tend to concentrate on fewer geographical markets relative to larger capitalization companies. For media and press inquiries: media@strive.com. What does this mean? Fill out the form below. Founded Date 2022. The Solactive GBS United States 500 Index intends to track the performance of the largest 500 companies from the US stock market and is based on the Solactive Global Benchmark Series. Keep up-to-date with the latest from Strive ETFs. Strive's mission is to restore the voices of everyday citizens in corporate America by guiding companies to focus on excellence over politics . Prior to founding Strive, he led finance, sales, and marketing operations as President of Anheuser Busch Sales & Distribution Company, and also worked in private equity. As a result, prospective investors have a limited track record or history on which to base their investment decision. 1. Thesecurities of mid-capitalization companies may be more vulnerable to adverse issuer, market, political, or economicdevelopments than securities of larger-capitalization companies. All requests for updated information should also be reported directly to the SEC and/or FINRA. How many times did it occur? Effective on Wednesday, January 11, 2023, the Strive 2000 ETF . The Indexrelies on various sources of information to assess the criteria of issuers included in the Index, including fundamental informationthat may be based on assumptions and estimates. For a prospectus or summary prospectus with this and other information about the Fund, please call 855-427-7360 or visit our website at www.strivefunds.com.Read the prospectus or summary prospectus carefully before investing. Thevalues of equity securities could decline generally or could underperform other investments. Strive Investment Management, registered in 2017, serves 1 state (s) with a licensed staff of 1 advisors. Index Calculation Risk. This fee structure charges clients a fee based on the assets within their account. Market returns are based upon the last trade price. The securities of mid-capitalization companies generally trade in lower volumes and are subject to greater and more unpredictable price changes than larger capitalization stocks or the stock market as a whole. Please provide me a list of the products and a summary of how much your firm earns from them. Current Symbol NYSEARCA:DRLL. Our partners compensate us through paid advertising. Star ratings are calculated at the end of every month. A mission-aligned group of results-driven leaders, the Strive team is our greatest strength. The principal risks of investing in STXD include:Dividend-Paying Common Equity Security Risk. The Strive 500 ETF is available through many brokerage rms, including those below. Some of our favorite clips from interviews with portfolio managers and investment specialists in 2022. 21h. Large-capitalization companies may trail the returns of the overall stock market. ESG investing is defined as utilizing environmental, social, and governance (ESG)criteria as a set of standards for a company's operations that socially consciousinvestors use to screen potential investments. Questions to ask Additionally, the inclusion of these links does not represent an endorsement by Strive Asset Management LLC of any of these firms. We use your registration information to customize and deliver additional resources via email, including company and fund news. Our mission is to restore the voices of everyday citizens in the American economy by leading companies to focus on excellence over politics. Anson is a mission-driven leader with over 15 years of experience creating innovative business strategies, building winning cultures, and leading results oriented teams. The team at Strive is rapidly growing. This milestone also coincides with all seven of Strives products (DRLL, STRV, SHOC, STXD, STXG, STXV, STXK) becoming available on some of the largest 401k provider platforms in America broadening access of Strives products to investors across the country. What does this mean? Our mission is to restore the voices of everyday citizens in the American economy by leading companies to focus on excellence over politics. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. The values of equity securities could decline generally or could underperform other investments. Equity Investing Risk. The securities of mid-capitalization companies generally trade in lower volumes and are subject to greater and more unpredictable price changes than larger capitalization stocks or the stock market as a whole. These conflicts can negatively impact clients via hidden fees and overall higher costs. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. What does this mean and why is this important? While Strive Investment Management advises clients across a variety of portfolio sizes, the average client balance is currently $128,495. Questions to ask *SEC data last verified May 10, 2022. The Strive US Semiconductor ETF (SHOC) is passively managed and seeks broad market exposure to the U.S. semiconductor sector. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). The principal risks of investing in STXV include: Large Capitalization Companies Risk. The Strive Small-Cap ETF (STXK) is a passively managed Exchange Traded Fund (ETF) that seeks exposure to the smallest 600 corporations by market capitalization of the Bloomberg US 1500 Index. The Strive 1000 Dividend Growth ETF (STXD) is passively managed and seeksexposure to U.S. equities with a history of consistently growing dividends. Equity InvestingRisk. The securities of small-capitalization companies may be more vulnerable to adverse issuer, market, political, or economic developments than securities of large- or mid-capitalization companies. Technology Sector Risk. Therefore, growth securities may go in and out of favor over time. What percentage of income does your firm receive from fees versus commissions? 2023 Reink Media Group LLC. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The headquarters of Strive Investment Management is . IOPV, or Indicative Optimized Portfolio Value, is a calculation disseminated by the stock exchange that approximates the Fund's NAV every fifteen seconds throughout the trading day. Mid-Capitalization Companies Risk. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. What does this mean and why is it important? Mid-Capitalization Companies Risk. The values of equity securities could decline generally or could underperform other investments. If you pay the asset management fees with funds held outside of the IRA, they are deductible as an itemized deduction on Schedule A of your tax return, reduced by 2% . Through its investments in REITs, the Fund is subject to the risks of investing in the real estate market, including decreases in property revenues, increases in interest rates, increases in property taxes and operating expenses, legal and regulatory changes, a lack of credit or capital, defaults by borrowers or tenants, environmental problems and natural disasters. Inception Date 8/9/2022. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. View source version on businesswire.com: https://www.businesswire.com/news/home/20221115005295/en/. What does this mean and why is this important? The Index relies on various sources of information to assess the criteria of issuers included in the Index, including fundamental information that may be based on assumptions and estimates. Read the prospectus or summary prospectus carefully before investing. The Index relies on various sources of information to assess thecriteria of issuers included in the Index, including fundamental information that may be based on assumptions and estimates. As a result, prospective investors have a limited track record or history on which to base their investment decision. Fill out the form below. As a result, prospective investors have a limited track record or history on which to base their investment decision. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. An investment in the Fund involves risks similar to those of investing in any fund holding equity securities, such as market fluctuations, changes in interest rates and perceived trends in stock prices. As a result, prospective investors have a limited track record or history on which to base their investment decision. The Strive 1000 Value ETF (STXV) is passively managed and seeks exposure to U.S.equities that exhibit value characteristics. The securities of mid-capitalization companies may bemore vulnerable to adverse issuer, market, political, or economic developments than securities of larger-capitalizationcompanies. 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