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How to Invest
Financial Advisors

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.

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

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.