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 compliment 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 don’t provide long-term positive returns when you account for the risks they take.

The PlanRock Funds strive to follow rising trending markets and rotate out of falling markets while providing lower correlation to traditional stock and bond markets. This philosophy may help the investor advance and preserve capital over time.

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

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

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

Please see PlanRock Funds Page

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 compliment or replacement to US and foreign stocks
Investment Objective: The Fund seeks growth by rotating between various segments of the global equity markets and avoiding equity market segments that are struggling. The Fund seeks low correlation to the broad global equity markets due to its equity rotation and 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 compliment or replacement to Bonds

Investment Objective: The Fund seeks income and capital appreciation by investing in high dividend global equities for income and potentially neutralizing market risk exposure through a series of equity index futures and options. The strategy is designed to have a low to negative correlation to bonds with similar volatility.