FAQs

We want to serve long-time conservative investors. ACVF was launched by professional investors who saw a need in the market: clients who align with conservative values often found themselves investing in companies whose actions or advocacy ran counter to their beliefs. ACVF offers an investment solution that seeks to reflect those values while maintaining a disciplined, performance-aware approach to large-cap equity exposure.

We avoid companies that promote liberal causes or alienate conservative customers and employees. Our process is qualitative and evaluates a company’s long-term reputation, business practices, and how it compares to peers in its industry.

Performance is core to our investment philosophy. ACVF maintains style, sector, and risk exposures aligned with large-cap benchmarks while avoiding the most misaligned companies. It’s designed as a viable, risk-managed core allocation.

Our focus is on the worst offenders. Just because a company isn’t perfect doesn’t mean it meets our threshold for boycott. What we do own is part of a diversified strategy, not an endorsement.

We believe capital is the most powerful form of advocacy. Companies care about stock performance. When enough investors divest, it impacts executive compensation and gets leadership’s attention. Capital flows shape corporate behavior. Just as ESG investing has shifted corporate America leftward, coordinated conservative capital can influence companies to depoliticize and refocus on shareholder value.

ACVF is designed as a core U.S. large-cap allocation. It serves as a values-aligned replacement for traditional index-based ETFs or mutual funds, maintaining diversification and benchmark awareness.

Beyond refusing to invest in the companies most at risk to the “woke/liberal agenda” and what we believe is a wasteful misallocation of investors’ capital.

ACVF’s shareholder proposals seek to target corporate initiatives that appear to prioritize activities beyond the interests of the shareholders. Our goal is to limit the financial impact of political speech by executives as well as roll back corporate initiatives that push environmental, social, and governance (ESG) policies.

ACVF is available across most self-directed platforms, independent RIA custodians, and many broker-dealers. Availability continues to expand with platform adoption.

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We encourage using limit orders to optimize execution and minimize slippage. For block trades we suggest contacting your firm’s trading desk.

Please email us or take our survey, and identify which companies you find to be the most liberal. Your input enables us to build a community of conservative investors.

We update our list daily to reflect the most current information and actions taken by companies.

ACVF is actively managed using a qualitative approach. We welcome deeper discussions on our process. Please contact us to schedule a call.

While exclusion is the key part of our strategy, we also believe in the power of shareholder advocacy. We actively engage with the companies we do invest in to push back against corporate initiatives that prioritize political agendas over shareholder value.

Yes. We believe shareholder advocacy can support our thesis that politically motivated corporate behavior may reduce long-term performance. Our proposals aim to limit financial impact from executive political speech and to challenge ESG-related initiatives that conflict with conservative values.

We manage sector and industry exposures to closely align with the S&P 500, despite our exclusions. For example, we remain underweight in Communication Services due to the high number of boycotted companies in that sector.

Our holdings span multiple sectors similar to the S&P 500. However, representation may vary depending on the number of companies excluded in each industry.

We actively manage portfolio risk characteristics to maintain diversification, even while implementing our exclusion criteria. Our goal is to replicate the risk profile of the S&P 500 as closely as possible.

We have additional ETFs currently in development and will consider separately managed accounts (SMAs) for qualified investors.

Yes. ACVF is available on most self-directed brokerage platforms, independent RIA platforms, and regional broker-dealers. Our distribution continues to expand.

There’s growing evidence that political boycotts, particularly ESG-related, have influenced corporate behavior. We believe politically conservative investing can drive similar influence by moving corporate America back toward neutrality and shareholder value.

We believe ESG investing reflects a particular set of values that conflict with our own. The rapid success of ESG products showed the power of value-based investing. ACVF provides an alternative aligned with politically conservative values.

There is no minimum investment beyond the purchase of a single share in a brokerage account.

Like most ETFs, ACVF is designed to be tax-efficient and historically has had no capital gains distributions.

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Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus and summary prospectus, which may be obtained by visiting ACVETFS.com. Read the prospectus and summary prospectus carefully before investing.

An investment in the Fund is subject to risks, including the possible loss of the principal amount invested. Overall stock market risks may affect the value of individual securities in which the Fund invests. The Fund is actively managed, and the adviser’s investment decisions impact the Fund’s performance. The Fund and adviser are new, and the ETF has only recently commenced operations. This Fund may not be suitable for all investors.

The equity securities in which the Fund invests will generally be those of companies with large market capitalizations. Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns. Unlike typical exchange-traded funds, there are no indexes that the Fund attempts to track or replicate. Thus, the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. There is no assurance that the investment process will consistently lead to successful investing. The Fund is new and has a limited operating history.

The ACVF Fund is distributed by Foreside Fund Services, LLC.

The Fund is structured as an ETF and as a result, is subject to special risks. Shares are bought and sold at market price (closing price) not net asset value (NAV) and are not individually redeemed from the Fund. Market price returns are based on the midpoint of the bid/ask spread at 4:00 p.m. Eastern Time (when NAV is normally determined) and do not represent the return you would receive if you traded at other times.

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