PlanRock offers Exchange Traded Funds that can be utilized as a replacement or compliment to a diversified portfolio during bull or bear markets

PlanRock offers premier Exchange Traded Funds that can be utilized as a replacement or complement to a diversified portfolio during bull or bear markets

Why PlanRock Funds?

PlanRock offers Exchange Traded Funds traded on the New York Stock Exchange (NYSE) with an objective of tax efficiency, high risk adjusted returns and lower correlation to traditional stock and bond markets.

Most investment portfolios, mutual funds and ETFs follow the volatility and risks associated with traditional markets. Most do not provide long-term positive or attractive returns when you account for the risks they take.

The PlanRock Funds seek to add value through tax efficiency and an alternative means of growth and income compared traditional stocks and bonds. Alternative means of growth and income means lower correlation to traditional markets, which could improve risk adjusted returns and performance consistency.

The PlanRock ETFs are offered as a potential replacement or complement to traditional stock or bond portfolios.

PlanRock Alternative Growth ETF — A potential complement or replacement to US and foreign stocks

PlanRock Market Neutral Income ETF — A potential complement or replacement to Bonds

PlanRock was established in 2020 by three the portfolio managers of the previous Compass EMP/Victory Funds and VictoryShares team. The investment team has a combined experience of 77 years managing strategies that are included in the PlanRock Funds offered. The investment team has also been responsible for managing over 25 mutual funds and exchange traded funds as well as designed over 20 stock market indexes. The Funds previously managed by the PlanRock team currently have over $5.5 billion in assets under management. Please see the Investment Team section for more information.

OUR MISSION

Advance and Preserve investor capital by providing investment strategies that will compliment stocks or bonds and designed to provide value during bull or bear markets.

PlanRock Funds

PlanRock Alternative Growth ETF – PRAE
A potential complement or replacement to US and foreign stocks
Investment Objective: The Fund seeks growth by rotating between various segments of the global growth or equity markets and avoiding markets segments that are struggling. The Fund seeks low correlation to the broad global equity markets due to its rotation among traditional and alternative growth assets and the ability to move between long and short positions while striving for positive returns during bull and bear markets.

PlanRock Market Neutral Income ETF – PRMN
A potential complement or replacement to Bonds

Investment Objective: The Fund seeks income and capital appreciation by investing in a multi strategy market neutral approach. Strategies include Long/Short high dividend equities versus cap weighting, equity and volatility index futures, absolute return, and option strategies. The overall strategy is designed to have a low to negative correlation to bonds with similar volatility.