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How to Invest
Separately Managed Accounts, Mutual Funds, and ETFs

Access to our investment strategies are available through separately managed accounts, model manager platforms, open-end mutual funds, and ETFs.


Separately Managed Accounts

  • Managed accounts are available through Schwab, Fidelity, TD Ameritrade, and Interactive Brokers.
  • Available on most major TAMP/UMA and model manager platforms, including Envestnet, FolioDynamix, folioFN, and SmartX.
  • Model/Index delivery is available to qualifying institutions.

Mutual Funds

Select Newfound strategies are made available in open-end fund
format.  

Please visit www.thinknewfoundfunds.com.


ETFs

Available in the United States

Available in Canada


Model Delivery

License our model portfolios and receive on-going allocation updates.

(For qualifying RIAs, Broker-Dealer home offices, and Institutions.)


Custom Mandates

Custom-tailored solutions are available to institutional clients.

Find the right solution.
Whether you’re looking for strategy information, how to gain access, or want to have a conversation about how our mandates might integrate into your portfolio, don’t hesitate to reach out.