About 2ndVote Funds

About 2ndVote Funds
2ndVote Advisers believes in the commonsense notion that companies focused on profits will produce better returns for their investors than companies focused on a leftist political agenda. Libertarians, conservative Americans, Reagan Democrats and people of faith no longer have to compromise their values for a return on investment. 2ndVote Advisers is the first and only investment company offering socially conservative investment products that allows investors to align their values with their investments.

Funds

The 2ndVote Fund Family offers Exchange Traded Funds (ETFs), separately managed accounts and other products that utilize the proprietary research of 2ndVote Inc.

Research

Starting in 2012, 2ndVote’s research scored companies, non-profits, and institutions on a scale of Liberal to Neutral to Conservative. As a result, companies included in each Fund portfolio have conservative or neutral policies and are believed to represent good long-term investments.

Focus

The 2ndVote family of funds focuses on large and mid cap companies that are intended to align with the values of socially conservative investors. The funds concentrate on shareholder value, not stakeholder value.

Founders

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Diane Black

Co-founder & Chairman of the Board
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David L. Black, Ph.D

Co-founder & Director
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Daniel Grant

Co-founder & CEO

Sub-Adviser

Laffer Tengler Investments, Inc. is a registered investment advisor. The firm offers investment management services to retail and institutional investors. Laffer Tengler provides a variety of equity growth, equity income, global equity, and fixed income investment strategies.

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Nancy Tengler

Laffer Tengler Chief Investment Officer, Portfolio Manager
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Arthur B. Laffer, Jr.

Laffer Tengler Investments Chief Operating Officer, Portfolio Manager
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David Jeffress

Laffer Tengler Investments Portfolio Manager

Senior Staff

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Jane Kanter

Chief Operating Officer
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Albert Neubert

Chief Portfolio Strategist
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Gail Gitcho

Communications Adviser
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Peter Flaherty

Senior Adviser for Social Conservative Outreach
The Funds’ investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company which can be obtained by clicking here. Please read it carefully before investing.
2ndVote Funds are distributed by Foreside Fund Services, LLC.
Investing involves risk. Principal loss is possible.
Copyright © 2021 2ndVote, Inc.
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Peter Flaherty

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Senior Adviser for Social Conservative Outreach

Peter is our Senior Adviser for Social Conservative Outreach. Peter served as National Deputy Campaign Manager for the 2008 presidential campaign of Governor Mitt Romney and Senior Adviser for Strategy for the 2012 Romney presidential campaign. He also served as Governor Romney’s National Liaison to members of the faith community. He was Senior Adviser and debate preparation coordinator to Governor Jeb Bush during the 2016 presidential election.

 

Peter is the former Assistant District Attorney in the Suffolk County District Attorney’s Office in Boston where he investigated and prosecuted hundreds of criminal cases in the homicide unit. He is Senior Adviser to a national victims’ rights organization dedicated to pursuing constitutional rights for crime victims. He also serves on the Board of the Suffolk County Children’s Advocacy Center in Boston, dedicated to helping victims of child abuse and human trafficking. In addition, he serves on the Advisory Board of the Middlesex County Children’s Advocacy Center and is currently a trustee on the Board of New England School of Law Boston, as well as a Trustee on the Board of Endicott College in Beverly, MA. Mr. Flaherty is a distinguished Visiting Lecturer in the political science department at The College of The Holy Cross, a former Executive Fellow at Harvard Business School, and a former Senior Fellow at the New Hampshire Institute of Politics.

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Albert Neubert

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Chief Portfolio Strategist

Mr. Neubert is considered a leading authority on index development and maintenance protocols. Mr. Neubert began his career in 1976 at Standard & Poors where he managed and led the development of the S&P 500, S&P MidCap 400, S&P SmallCap 600 and SuperComposite 1500 Indexes. Al was also involved in the creation of the S&P/BARRA Growth and Value Index series. Mr Neubert then served as Senior Director for Global Marketing & Business Development at Dow Jones Indexes and STOXX from 1999 to 2001. After Dow Jones, Al developed new indexes, index-linked products, marketing & sales campaigns and business development programs for clients including Cantor Fitzgerald ETF and Index Trading Group, Sydney Futures Exchange, Calvert Group, Information Management Network, FTSE, KLD Research & Analytics, Nasdaq, Renaissance Capital Management, Dow Jones Indexes, IHS Global, INDXX and Vestek Systems. Mr. Neubert was instrumental in the development of the Calvert Social Index which served as the basis for a Vanguard indexed mutual fund and the KLD (now MSCI) Large Cap Social Index, which was the basis for an ETF launched by BGI (now BlackRock).

Mr Neubert is a frequent lecturer on investment and risk management strategies at The U.S Military Academy at West Point, Princeton University, Rutgers, State University at Albany and has authored several index-related articles for periodicals and books, including “Professional Perspectives on Indexing,” “Index Design and Implications for Index Tracking,” and “Indexing for Maximum Investment Results.”

Mr Neubert holds Series 7, 63 and 66 licenses and is a frequent speaker at industry conferences and seminars.

Mr. Neubert has a BA in Finance from Pace University and an MBA from New York University

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Gail Gitcho

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Communications Adviser

Gail is a political strategist with more than 18 years of experience working in American politics and manages our communications and marketing functions. Gail was the Communications Director for Mitt Romney’s 2012 presidential campaign. She also worked on Mr. Romney’s 2007 presidential primary campaign, John McCain’s 2008 presidential campaign and subsequently served as Senior Adviser for Bobby Jindal’s 2015 bid.  In 2018, Gail was a Senior Adviser to U.S. Rep. Diane Black during her primary campaign for Tennessee Governor. Gail advised Senator Josh Hawley (R-MO) during his successful bid in 2018 to unseat longtime Sen. Claire McCaskill. In 2014, Gail was the Communications Director for the Republican Governors Association during a winning cycle when Republican governors expanded their nationwide majority from 29 to 31. During her time at the RGA, she ran a rebranding campaign for the Association. The brand campaign included nearly all of the Republican Governors in the country and was seen nationally through earned and paid media. In 2010, Gail ran the communications shop for Scott Brown during the historic election to take over Senator Ted Kennedy’s seat. After the shocking upset, she was then tapped to run communications for Scott Brown’s U.S. Senate office.  Gail worked in the U.S. House of Representatives for the late U.S. Congressman Clay Shaw from 2004 to 2007.

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Jane Kanter

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Chief Operating Officer

As COO, Ms. Kanter is responsible for the execution of key business initiatives, oversight of product management, and business and supplier partnerships. Previously, Ms. Kanter was Co-founder of ARK Investment Management, a $18 billion asset management company and served as its General Counsel and Chief Operating Officer. Ms. Kanter also recently served as General Portfolio Administration Counsel, Chief Compliance Officer and Managing Partner of Manifold Partners LLC.

 

Ms. Kanter was a senior Partner at Dechert LLP for 17 years where she worked with leading asset managers across a range of transactions. Ms. Kanter has worked in the legal and financial services industries since 1980 in various capacities: as a partner with various law firms, with T. Rowe Price Associates as Vice President and Associate Legal Counsel, and in the SEC’s Division of Investment Management as the Head of the Investment Company Disclosure Study.

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Nancy Tengler

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Laffer Tengler Chief Investment Officer, Portfolio Manager

Nancy Tengler is the Chief Investment Officer for Laffer Tengler Investments. As a senior member of the investment team, she also holds a lead role on the Laffer Tengler Investments Investment Committee. In these roles Nancy is responsible for active equity management research and portfolio management as well as leading our wealth management services.

 

Nancy is a committed advocate of financial literacy as the founder and CEO of Financial IQ Training Services, which encourages women to take charge of their own financial and investment planning. She has also authored a book, “The Women’s Guide to Successful Investing” and is a regular columnist for USA Today. 

 

Prior to joining Laffer Tengler, Nancy had a distinguished investment management career in several senior leadership roles. Most recently, she served as Chief Investment Officer at Heartland Financial where she was also a Director of Arizona Bank & Trust. Nancy has also served as President, Chief Executive Officer and Chief Investment Officer of Fremont Investment Advisors in San Francisco. Prior to that she was President and Chief Investment Officer of Global Alliance Value Investors where she was the Senior Member of the Value Tech and Value 30 investment strategies. She also worked for UBS Asset Management as Head of the Value Equities Group and with Spare, Tengler, Kaplan and Bischel, Ltd. as President and Senior Portfolio Manager.

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David Jeffress

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Laffer Tengler Investments Portfolio Manager

David is a portfolio manager for Laffer Tengler Investments, working with Chief Investment Officer Nancy Tengler on the firm’s dividend focused strategies, in addition to the equity hedging products. He has been in the investment management business since 2011, with experience ranging from the large wire-house investment management firms to private alternative asset managers.


David began his career in investment management after graduating from the W.P. Carey School of Business, where he earned an undergraduate degree in Finance. Initially working as an advisor with LPL Financial serving high-net-worth families and business, he then joined Merrill Lynch, Pierce, Fenner & Smith as an advisor in their Global Wealth Management division in Phoenix, AZ. Prior to joining Laffer Tengler Investments, David served as a fund analyst for a family office’s investment partnership headquartered in Paradise Valley, AZ.


David holds a Series 66 registration in addition to being a CFA candidate.

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Arthur B. Laffer, Jr.

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Laffer Tengler Investments Chief Operating Officer, Portfolio Manager

Arthur has more than 30 years of investment experience, most recently as President and Lead Portfolio Manager of Laffer Investments, which he founded with his father, Dr. Arthur B. Laffer Sr. He has experience in various areas of the industry, including marketing, product development, sales, information technology, and macro-economic analysis.

 

Prior to starting Laffer Investments, Arthur worked at Nicholas-Applegate Capital Management, where he was responsible for product management, marketing, and key account service for more than $10 billion in separate account business. Prior to that, Arthur worked at Putnam Investments in several key management capacities, and Bradford and Marzec, where he was involved in fixed income trading, research, marketing, and information technology. He currently sits on the board of directors of Preverity, a privately held company providing medical malpractice risk analysis to insurers.

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David L. Black, Ph.D

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Co-founder & Director
Dr. Black founded 2nd Vote Inc., in 2012 in order to research and highlight corporate social justice activism. He is responsible for the overall strategy of the 2nd Vote family of companies. Dr. Black is a Fellow of the American Board of Forensic Toxicology (F-ABFT) and American Institute of Chemists (FAIC). He joined Vanderbilt University in 1986 as Assistant Professor in Pathology and Pharmacology and currently holds appointments in Pharmacology, Pathology, Microbiology and Immunology. In 1990 he founded Aegis Sciences Corporation where he served as Chairman and CEO until October of 2016. During his tenure, Dr. Black grew Aegis from 5 to over 1,000 employees as it became one of the largest drug testing companies in the nation. He has served as Program Administrator for substance abuse programs for NASCAR, IndyCar, WWE and as a consultant to MLBPA, NFL/NFLPA and to major corporations for development of their substance abuse prevention programs. He has testified in local, state, national and international courts as an expert witness regarding drug abuse. Dr. Black has authored numerous peer reviewed published scientific papers. He is also President of Ebon-Falcon, LLC (commercial real estate), and Founder and President of 2nd Vote Inc. (a 501c3 research organization monitoring corporate social activism). Dr. Black served in the U.S. Marine Corps (1966-70) and in combat in Vietnam (1968-69) and is a disabled veteran. Dr. Black earned his undergraduate degree from Loyola College in Baltimore and doctorate degree in Forensic Toxicology from the University of Maryland at Baltimore (1982).
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Daniel Grant

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Co-founder & CEO
As CEO, Daniel is responsible for the development and overall management of the Funds, Registered Investment Advisor and holding company. He also acts as a Trustee, Chief Compliance Officer and a member of the Board of Directors. Mr. Grant began his career in the mergers & acquisitions group of a Fortune 500 company and then worked as an investment banker for over 10 years. He covered the Specialty Finance and Technology Services industries for two multi-national investment banks where he worked on numerous IPO’s, private and public offerings and M&A transactions. Mr. Grant then founded Technology Services Partners, a boutique specializing in M&A services to companies and private equity groups. Daniel gained further experience with regional and national lenders managing corporate lending teams covering the Southeast and ultimately became President of Commercial Banking for a $15 billion regional bank. Mr. Grant earned his MBA from Vanderbilt University and BS in Economics from Florida State University. He holds the Series 63, 65 and 79 securities registrations.
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Diane Black

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Co-founder & Chairman of the Board
Congressman Black’s faith in America’s promise was shaped from an early age. The middle daughter of Great Depression-era parents, Diane spent the earliest years of her life in public housing and would go on to become the first person in her family to earn a college education. As a registered nurse, small businesswoman, and former educator, Diane Black brought a unique and dynamic perspective to her work as a legislative leader in both Tennessee and Washington. In Congress, Diane served as Chairman of the House Budget Committee, where she worked to draft the 2018 fiscal year budget that cut millions of dollars in wasteful spending and confronted the crippling debt burden in Washington. Diane also served on the House Ways and Means Committee and led efforts to reform the U.S. tax code for the first time in over three decades. Through her over 40 years of experience working in the healthcare field, Diane learned first-hand about the importance of high-quality care and the obstacles faced by patients, health care providers, and employers. Her real-world experiences as a nurse have uniquely positioned her as a credible and effective leader on healthcare policy and the life issue. A former Tennessee Right to Life legislator of the year, she is a steadfast champion for the rights of the unborn.