CoreValues America First Technology ETF (USMD)

Overview

The CoreValues America First Technology ETF, herein referred to as the Fund, is committed to achieving long-term capital appreciation through strategic investments in the technology sector. The Fund embodies a belief in placing American values at the forefront of its investment philosophy while harnessing the potential of innovative technologies. This approach seeks to align with economic trends and consumer behaviors that position American tech firms for sustained growth and profitability in a competitive global market.

By leveraging a selection process that emphasizes core American values within the technology domain, the Fund aims to provide its investors with a vehicle that not only seeks financial returns but also resonates with the cultural and economic ethos of its stakeholders. Investment strategies are designed to capitalize on specific market dynamics that favor established and emerging technology players in the United States, making the Fund a distinct offering in an increasingly crowded investment landscape.

Products and Services

• Exchange-Traded Funds (ETFs)

The core offering of the Fund consists of its ETF, which provides investors with a diversified portfolio of technology-focused stocks. The ETF is structured to trade on major exchanges, allowing investors the flexibility to buy and sell shares throughout the trading day at market prices. This dynamic enables participants to react swiftly to market changes while maintaining a robust exposure to the technology sector.

• Investment Advisory Services

The Fund offers professional investment advisory services aimed at educating investors on how to navigate the technology market. These services include market analysis, portfolio management, and personalized financial planning. By providing insights and tailored strategies, the Fund helps investors align their portfolios with their financial goals while adhering to an America First investment ideology.

• Research and Insights

In addition to direct investment products, the Fund provides access to comprehensive research and market insights. This information is crucial for both individual and institutional investors to make informed decisions based on emerging technology trends, market forecasts, and economic indicators that may affect tech investments.

• Education and Resources

The Fund places a strong emphasis on investor education, offering resources that include webinars, articles, and tutorials focused on technology investments. These educational tools are designed to empower investors with the knowledge they need to understand market opportunities and effectively manage their investment strategies aligned with an America First perspective.