Investment Products

Investment Products
The 2ndVote family of funds offers investors a convenient option that fully leverages our investment approach.

Life Neutral
2ndVote Life Neutral Plus ETF (Cboe: LYFE)

The objective for this Fund is to generate long-term total return. The Fund seeks to meet its investment objective by primarily investing its net assets, plus borrowings for investment purposes, if any, in the equity securities of large- and mid- capitalization US companies that meet its social criteria. The Fund uses both a fundamental security analysis and proprietary social rating system to select the equity securities for the portfolio.

2nd Amendment and Border Security Neutral:
2ndVote Society Defended ETF (Cboe: EGIS)

The objective is to generate long-term total return. The Fund seeks to meet its investment objective by primarily investing its net assets, plus borrowings for investment purposes, if any, in the equity securities of large- and mid- capitalization US companies that meet its social criteria. The Fund uses both a fundamental security analysis and proprietary social rating system to select the equity securities for the portfolio.

How to Invest

Online

You can purchase the Funds through any brokerage account with access to U.S. Stock Exchanges.

Financial Advisor

Consult with your financial advisor who will explain how the specialized 2ndVote ETFs fit in your overall portfolio allocation.

The two current 2ndVote’s Funds (“ETFs”) or (“Funds”) trade under the ticker symbols LYFE and EGIS on the Chicago Board of Exchange ETFs (Cboe). Like other investments sold on a stock exchange, the Funds are available through various channels including broker-dealers, registered investment advisers, or by contacting your financial advisor. Please note you cannot buy 2ndVote Funds directly through 2ndVote Advisers, but you can invest directly in the Funds by purchasing creation units from the Principle Market Maker of the Funds, Latour or through other market makers of the Funds.
 
Any information needed to evaluate an investment in 2ndVote Funds can be found at www.2ndVotefunds.com.
 
Individual investors and financial professionals seeking more information about the 2ndVote Funds can
call (877) 223-8699, Monday-Friday 9 a.m.-5 p.m. Eastern Standard Time.

Why Invest in Exchange-Traded Funds (ETFs)?

An exchange traded fund (ETF) is a basket of securities—such as stocks, bonds, currencies, or commodities—that can be bought and sold in a single trade on an exchange. They often track the performance of an index, generally charge lower fees than mutual funds, and may offer targeted exposure to a specific market segment, such as an asset class, geography, sector, or investment theme.

In essence, ETFs are funds that trade like stocks on a stock exchange with the diversification benefits of mutual funds. In one trade they may offer diversified, low-cost, transparent and tax-efficient exposure to companies.

What are the Potential Benefits of ETFs?

Understanding the possible benefits of ETFs is an important step toward determining whether ETFs can be an appropriate choice for you.

Targeted Exposure

ETFs often track an index, offer exposure to a specific segment of the market, as well as a specific investment objective, investment style and investment theme.

Lower Expense Ratios

Generally, most ETFs are often passively managed and have fewer operations than a mutual fund, they typically have lower management fees and operating expenses. When fees and expenses are low, investors can keep more of their returns.

Increased Diversification

ETFs provide one of the easiest ways to diversify a portfolio.


They provide access to many companies or investments in one single trade, removing single stock risk—the risk inherent in being exposed to just one company. Offering this exposure in the ETF structure helps to lower the risk that a select number of individual stocks could hurt overall portfolio performance.

Added Liquidity

ETFs benefit from two sources of liquidity: primary market liquidity and secondary market liquidity. In addition, they can be traded throughout the day just like stocks rather than priced once a day (after the close of trading) like mutual funds.

Tax Efficiency

ETFs are generally more tax efficient than other investment vehicles due to the ability to transfer securities in and out of the portfolio in the most tax-efficient manner, via the in-kind creation/redemption process. And, because ETFs often track market indexes, turnover is generally low, resulting in fewer capital gains and lower taxes. Additionally, any associated capital gains taxes are paid at the time of sale of the ETF’s shares, offering greater control on the timing of individual tax consequences.

Flexible Trading

ETFs can be bought through an online brokerage account at their current market price, at any time during the trading day. There are no minimum holding periods, and investors can employ a wide range of trading techniques—such as buying on margin, short selling, and placing limit orders—to react to market movements.

Increased Transparency

The holdings of most ETFs are fully transparent and available throughout the day. This disclosure means investors know what they own at any moment, allowing them to make more informed investment decisions with greater accuracy.
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 Financial Services, LLC.
Investing involves risk. Principal loss is possible.
Copyright © 2021 2ndVote, Inc.