Strategas is an institutional brokerage and advisory firm serving clients in 45 states and 25 countries around the world. Founded in 2006 by Jason De Sena Trennert, Nicholas Bohnsack, and Don Rissmiller, the Firm provides Macro Research and Capital Markets & Corporate Advisory services to institutional managers and corporate executives and through Strategas Asset Management manages a suite of macro thematic investment strategies by institutional mandate and for ultra and high-net-worth investors.
Recognizing that institutional investors have no shortage of options when it comes to investment research, Strategas works hard to distill, thoughtfully and concisely, complex investment concepts into easily understandable and actionable ideas and themes for investors of all styles and time horizons every day. Through frequent client visits and customized research solutions, the Firm actively seeks to go beyond its written research reports.
Strategas is committed to providing superior service in the old Wall Street tradition. Our motto – bonitas, probitas, fides (class, integrity, faith) – guides both the management of our Firm and our commitment to our clients. The Firm has 50 research analysts, institutional salespeople and sales traders, and capital markets professionals working from offices in New York, Washington, D.C.
Strategas has launched two Exchange Traded Funds (ETFs) to allow individual investors an ability to potentially benefit from the firm’s world class research for institutional investors:
Strategas’ Macro Thematic Opportunities Fund and Strategas’ Global Policy Opportunities Fund.
For more information please visit: https://strategasetfs.com/
Carefully consider the Fund’s investment objectives, risk, charges, and expenses. This and other information can be found in the Fund’s summary or full prospectus which can be obtained by calling (855) 457-3637 or by visiting strategasetfs.com. Please read the prospectus, carefully before investing.
Strategas Asset Management, LLC serves as the investment advisor for each Fund, and Vident Investment Advisory, LLC serves as a sub-advisor to each Fund. The Funds are distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with Strategas Asset Management, LLC or any of its affiliates.
Investing involves risk, including the possible loss of principal.
Shares of any ETF are generally bought and sold at market price (not NAV) and are not individually redeemed from the fund. Brokerage commissions will reduce returns.