Managed Account Strategies

Custom America First portfolios for larger accounts, built on the same themes that power our ETFs.

Truth Social Funds offers separately managed accounts (SMAs) for investors who want more control over holdings, tax management, and customization while expressing an America First view. Our SMAs are built in collaboration with Index Technologies Group (ITG) and are designed to be transparent, rules-based, and straightforward to use alongside existing allocations.

Align Your Portfolio With Your Values

Truth Social Funds partners with Index Technologies Group (ITG), a trusted platform specializing in separately managed accounts, to offer additional America First–themed equity strategies. Through ITG, high-net-worth investors, family offices, and institutions can implement resilient, custom-tailored America First portfolios in an SMA structure. These professionally managed accounts provide direct ownership of securities, alignment with each investor’s goals, risk tolerance, and preferences, and the transparency and control that distinguish SMAs from traditional pooled funds.

Large Cap Core

Made in America

Made in America is a high-conviction, rules-based strategy that invests in U.S. companies driving the next wave of industrial manufacturing resurgence. By focusing on domestic production, workforce expansion, and technological innovation, the strategy identifies firms aligned with America’s economic renewal and leverages proprietary data and algorithms to target those reshaping industrial production and national resilience.
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Large Cap Core

Christian Values

Whether investing within the Framework for Economic Life, the Biblically Responsible Principles or crafting your own Christian Values statement, we progress beyond eliminating prohibited industry groups and invest in companies with appropriate cultures. Corporate policies, communications, ethics, and patterns are reviewed for alignment with the principles of MIA.
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Global Core

Liberty & Security

As our world becomes more complicated, many patriotic investors are choosing their investments much more carefully. We avoid companies known to support adversarial interests, while emphasizing those that we think actively contribute to our national interests, and those of our allies, by maintaining security, the sanctity of contracts, human rights and global trade through companies deemed to be vital to these interests.
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Specialty

Energy Infrastructure & Essential Services

This strategy allows investors to participate in infrastructure assets and essential services, such as energy transportation, storage, utilities, data centers, satellites, semiconductors, cell towers and telecommunications – all of which are crucial for a prosperous economy, creating consistent demand, leading to reliable investment outcomes.
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Disclosures

The material on this website is owned by Yorkville America Equities, LLC (“Yorkville”), an investment adviser registered with the Securities and Exchange Commission. Yorkville acts as sponsor and investment adviser to the Truth Social ETFs and Tuttle Capital Management, LLC serves as sub-adviser to the Truth Social ETFs. The ETF strategies promoted by Yorkville focus on America First themes marketed under the Truth Social brand. This website does not, nor is it intended to, provide any financial, investment, retirement planning, insurance, legal, accounting, or tax advice. The views and strategies described herein may not be suitable for all investors. The website should not be used or relied upon by you as a substitute for your independent research or professional advice. You should consult your accounting, investment, legal, or tax professional regarding your specific situation.

Truth Social Funds

Truth Social, Truth Social Funds and Truth Social ETFs, (collectively, “Truth Social”) are service marks of T Media Tech LLC (“T Media”), a subsidiary of Trump Media & Technology Group Corp. (“TMTG”). The term “Trust Social Funds” refers to the trust that issues the Truth Social ETFs. The trade name “Truth Social” is used in the name of the Trust and Funds pursuant to a licensing arrangement. The investment strategies discussed herein are not sponsored, endorsed, sold or promoted by T Media or TMTG. Neither T Media, TMTG nor Yorkville or their subsidiaries or affiliates make any representation regarding the advisability of investing in any ETF.

An investor should consider the investment objectives, risks, charges, and expenses of the Fund(s) carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the Fund(s). You may obtain a prospectus and, if available, a summary prospectus by downloading the prospectus or calling Yorkville America Equities, LLC at (201) 985-8300. Please read the prospectus or summary prospectus carefully before investing.

Exchange-traded funds (ETFs) trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value (NAV), and are not individually redeemable directly with the ETFs. Brokerage commissions and ETF expenses will reduce returns.

Shares may be purchased or redeemed directly from the Fund at NAV solely by Only Authorized Participants (“APs") and only in aggregations of a specified number of shares (“creation units”).

PINE Distributors LLC is the distributor of the Truth Social ETFs. Yorkville America Equities, LLC is the investment adviser of the Truth Social ETFs and Tuttle Capital Management, LLC serves as the sub-adviser of the Truth Social ETFs. PINE Distributors LLC is not affiliated with Yorkville America Equities, LLC and Tuttle Capital Management, LLC.

Website Content

The content of this website can change at any time based on market conditions and other factors and is intended to provide general information about ETFs offered under the Truth Social brand. It is not intended to offer or deliver investment advice in any way. Information regarding investment strategies and services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Opinions on this website do not necessarily reflect those of Truth Social, Yorkville or any of their partners and/or affiliates. Opinions are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. This should not be considered forward looking and does not guarantee the future performance of any investment.

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