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.
Align Your Capital With Your Convictions
We believe too much of the financial world is chasing fads, ESG mandates, and ideological conformity. We’re taking a stand for truth, transparency, and a renewed commitment to American greatness. Our advocacy isn’t just a position, it’s a movement—one where investors, advisors, and institutions can align their portfolios with their principles, not just their potential profits.
Disclosures
The material on this website is owned by Yorkville America Equities, LLC (“Yorkville”), an investment adviser registered with the Securities and Exchange Commission. This website does not, and it is not intended to, provide any financial, investment, retirement planning, insurance, legal, accounting, or tax advice. The views and strategies described 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 is service marks of T Media Tech LLC (“T Media”), a subsidiary of Trump Media & Technology Group Corp. (“TMTG”). Index Technologies Group LLC (“ITG”) is an SEC registered investment advisor, operating under the authority of a licensing agreement to offer investment strategies under the Truth Social name. For a full description of the investment products offered by ITG, please refer to the links to ITG’s website for more information. 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 or separately managed account (SMA).
ITG directly compensates Yorkville for client referrals. In order to receive a cash referral, Yorkville must comply with the requirements of the jurisdictions in which they operate. Clients do not pay additional fees because of this referral arrangement and fees paid to Yorkville are contingent upon a client entering into an advisory agreement with ITG. Therefore, ITG has a financial incentive to recommend ITG to clients for advisory services. This creates a conflict of interest; however, clients are not obligated to retain ITG for advisory services. Comparable services and/or lower fees may be available through other firms.
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 and SMAs 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.
Any opinions on this website are those of ITG and their team and 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 outside of a managed account. This should not be considered forward looking and does not guarantee the future performance of any investment.
All investments are subject to risk, including the risk of total loss. There is no assurance that any of the investment strategies discussed herein will be successful. Asset allocation and diversification does not ensure a profit or protect against a loss. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager. This presentation is not intended to be a client-specific suitability analysis or recommendation. Do not use this as the sole basis for investment decisions. The strategy discussed is offered in separately managed accounts at ITG or your own custodian through an investment advisory program on a discretionary basis in a range of securities. ITG separately managed accounts require a $100,000 minimum asset level for this strategy and, depending on your specific investment objectives and financial position, may not be suitable for you. This material is posted without regard to the specific investment objectives, financial situation, or particular needs of any investor, all of these factors should be carefully considered, along with the risks, charges, and expenses of any investment vehicle, before investing. Please refer to the offering documents for each investment for a complete discussion of the fees and risks involved.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of an investment manager as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in ITG’s Form ADV Part 2 as well as the client agreement.
Equities asset class considerations include an investor’s ability to assume the risks of equity investing. The value of a client’s portfolio changes daily and can be affected by changes in interest rates, general market conditions and other political, social and economic developments, as well as specific matters relating to the companies in which the strategy has invested. Companies paying dividends can reduce or cut payouts at any time.
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