Loading...
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.

You are about to leave the Newfound Research LLC website and are being re-directed to the Newfound Research Mutual Funds website. Please note that Newfound Research Mutual Funds site may be subject to rules and regulations that may differ significantly from those to which the Newfound Research website is subject and may not be appropriate for use by residents in all jurisdictions.
You are about to leave the Newfound Research LLC website. The following link may contain information concerning investments, products or other information. Newfound Research LLC is not responsible for the accuracy or completeness of information on non-affiliated websites and does not make any representation regarding the advisability of investing in any investment fund or other investment product or vehicle. Importantly, Newfound Research LLC is not compensated for linking you to any non-affiliated website and instead is only compensated with an asset-based fee in the limited capacities as either a licensor of intellectual property or a sub-adviser to an investment adviser. The material available on non-affiliated websites has been produced by entities that are not affiliated with Newfound Research LLC. Descriptions of, references to, or links to products or publications within any non-affiliated linked website does not imply endorsement or recommendation of that product or publication by Newfound Research LLC. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of Newfound Research LLC, which is not responsible for any inaccuracies or errors. THIS INFORMATION IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT. SUCH AN OFFER OR SOLICITATION IS MADE ONLY BY THE SECURITIES’ OR INVESTMENT PRODUCTS’ ISSUER OR SPONSOR THROUGH A PROSPECTUS OR OTHER OFFERING DOCUMENTATION.