Wavemakers: Aligning Investing to Values with Adam Curran

ETF Think Tank’s Head of Research Cinthia Murphy hosts a series about innovation, disruption and entrepreneurship in the ETF industry told first-hand by those who are leading the effort: ETF providers.

Our guest this week is Adam Curran, Founder of Curran Financial Partners.

In this episode, Adam tells us an ETF was the right answer to a fiduciary calling:

  • Investing sophistication isn’t only for ultra-high net worth investors. ETFs are a great equalizer of access.
  • -Launching an ETF is a lot of work, but if you have conviction – in this case, in a values-based approach – then it’s worth the effort. There’s a niche for it.
  • -When it comes to retirement planning, it turns out you may be better positioned than you think – most people are.

Read more and see the full transcript below:

For important information, visit https://www.godblessamericaetf.com/

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Connect with Adam Curran
LinkedIn: https://www.linkedin.com/in/adam-curran-cfp%C2%AE-1578a485/
Twitter: https://twitter.com/AdamCurranCFP

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 (888) 860-1087 OR VISIT OUR WEBSITE AT WWW.GODBLESSAMERICAETF.COM. READ THE PROSPECTUS OR SUMMARY PROSPECTUS CAREFULLY BEFORE INVESTING.

Investments involve risk. Principal loss is possible.

New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decision. Shares May Trade at Prices Other Than NAV. As with all ETFs, Shares may be bought and sold in the secondary market at market prices. Although it is expected that the market price of Shares will approximate the Fund’s NAV, there may be times when the market price of Shares is more than the NAV intra-day (premium) or less than the NAV intra-day (discount) due to supply and demand of Shares or during periods of market volatility.

Cybersecurity Risk. With the increased use of technologies such as the Internet to conduct business, the Fund is susceptible to operational, information security, and related risks.

Equity Market Risk. The equity securities in which the Fund invests may experience sudden, unpredictable drops in value or long periods of decline in value.

Political Criteria Risk. Because the Sub-Adviser evaluates the political activity of the companies in the Fund’s investment universe as part of its portfolio management process, it may forego some market opportunities available to other funds that do not consider political factors.

The Fund is distributed by Foreside Fund Services, LLC.


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