How to Invest with Us

Newfound’s strategies seek to help investors unlock the benefits of diversification through capital efficient investment solutions and alternative return streams.

Below is a summary of ways to access our strategies.  Please contact us for more information.

Contact Us

Return Stacked / Capital Efficient

Strategy Name

Asset Type

Strategy Type

Fund Type

Partner

Risk Managed U.S. Growth

Equity, Bond

Tactical Asset Allocation

Mutual Fund

Alternative Strategies

Strategy Name

Asset Type

Strategy Type

Fund Type

Partner

Equity, Bond

Tactical Asset Allocation

ETF

Model Portfolios

Strategy Name

Asset Type

Strategy Type

Fund Type

Partner

Structural Alpha

Equity, Bond, Alternative

Strategic Asset Allocation

ETF

Return StackedTM 60/40

Equity, Bond, Alternative

Strategic Asset Allocation

ETF

The information provided using this website is only intended to be general summary information to the investing public. By providing through our website a summary list of the names of or links to organizations that may offer investors access to our strategies and/or brand, Newfound Research LLC in no way markets, promotes, offers, recommends, endorses or prefers any provider or any of their related investment products and does not make any representation regarding the advisability or suitability of investing in any investment fund or other investment product or vehicle. Your use of this website and its information does not create an investment advisory, fiduciary, or professional services relationship between you and Newfound Research LLC. Moreover, the past performance of any investment fund or product should not be construed as an indicator of future performance. Investors may be required to meet certain suitability and geographic requirements and therefore should consult the provider or a financial adviser for additional information. Although you are afforded the ability to share the information provided herein with others, Newfound Research LLC is not responsible for determining your investor classification or the advisability or suitability of the information for any investor type. Newfound Research LLC is not compensated for linking you to any non-affiliated website and instead is only compensated with an asset-based fee as either a licensor of intellectual property or a sub-adviser to an investment adviser. Newfound Research LLC is not a broker-dealer and does not effect transactions in securities.

Have Questions?

For any questions please call 617-531-9773 or email info@thinknewfound.com.