I’m very excited to announce the launch of the RCN Pareto Strategic Allocation ETF (PRTO), now trading on the NYSE! I’m partnering with Tidal Financial Group to serve as the fund’s advisor while I’m serving as the primary portfolio manager. Tidal is an award winning ETF platform, now with over 400 ETFs on their platform totaling over $50B in AUM[1].
The aspect that I am perhaps most excited about is how this now broadens my reach and seeks to help people by offering some of the same strategies that I custom built and run in client portfolios. I can now make these available with the ease and convenience of simply buying an ETF. And on top of it, investors get a tax efficient ETF structure, allowing for a more active approach to risk management while being able to defer capital gains.
It has been a long journey over the last 2 years to make it happen. I initially wrote about this idea in a blog post about a year and a half ago, discussing how I’ve adapted my approach to managing portfolios as markets have changed. Since then, I think the need for proactive and systematic risk management strategies has only increased.
You can check out ETF Central’s article on the launch here.
For more info on the ETF, including important risk information, please visit the fund’s website at: www.paretoetf.com
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 1-888-808-2280. Read the prospectus or summary prospectus carefully before investing.
Investing involves risk. Principal loss is possible.
Distributed by Foreside Fund Services, LLC.
[1] Tidal Financial Group, as of 2/28/2026.