Strive

The SEC has been cracking down on digital assets without congressional approval, and now 18 state attorneys general are pushing back. Their lawsuit challenges the SEC’s authority and could change the future of crypto regulation. Get the full story on what’s at stake: https://lnkd.in/gMugeZ-V

Your retirement plan likely features funds focused on DEI and ESG stakeholder initiatives at the expense of *you* the shareholder. Fortunately, there’s a 401(k) solution that allows companies to provide their employees with access to Strive’s investment philosophy — shareholders first. Your retirement plan should be working for you, not against you. Learn more about the Strive Pooled Employer Plan (Strive PEP) at https://strive.com/401k.

Over the last few years, Boeing has made headlines for all the wrong reasons. But now, the company might be leaving its past problems on the tarmac. Check out this week’s Fiduciary Focus — Featured Story to explore how Boeing’s cultural shift towards safety, excellence, and merit-based hiring is reshaping the company.

We're hiring for several positions on our Wealth Management team! If you’re based in the Dallas area, have a passion for Strive’s mission, and are interested in playing an integral role in the firm's growth strategy, explore our open positions and apply today at careers.strive.com.

Looking for an actively managed fixed income fund whose sector allocation and security selection are solely based on credit risk and asset price? Check out the Strive Total Return Bond ETF (STXT), which offers core fixed income exposure benchmarked to the Bloomberg US Aggregate Bond Index with a tactical allocation to structured credit and high-yield corporates. Learn more about why you should consider STXT for your portfolio: Fact sheet: https://lnkd.in/gmqthBkT Fund page: https://lnkd.in/g6hzc2Sf 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 visit our website at www.strivefunds.com. Read the prospectus or summary prospectus carefully before investing. The Strive ETFs are distributed by Quasar Distributors, LLC.

The Collective Investment Trusts (CITs) managed by Strive are a collection of 13 Funds designed to serve the investment needs of tax-qualified employer sponsored retirement plans. The CITs let businesses of all sizes offer retirement investment options to their employees with Strive’s investment philosophy — shareholders first. If you’re a business owner and would like more information about adding CITs managed by Strive to your platform, email [email protected]. Neither Strive, nor any affiliate, provides any investment advice regarding the decision to engage Strive, or invest in any CIT in which Strive acts as investment manager. Strive nor any affiliate is otherwise a fiduciary in respect to such considerations. Alta Trust is a South Dakota chartered Trust company that acts as the Trustee of these Collective Investment Trusts (CIT). Collective Investment Trusts are bank maintained and not registered with the Securities and Exchange Commission. The Declaration of Trust describes the procedures for admission to and withdrawal from a CIT. The Declaration of Trust and the Investor Disclosure, sometimes referred to as the Fund’s Employee Benefit Summary, should be read in conjunction with this information statement and is hereby incorporated by reference. The information contained in this statement is for informational purposes only and does not provide legal or tax advice. Any tax-related discussion contained in this information statement is not intended or written to be used, and cannot be used, for the purpose of (a) avoiding tax penalties or (b) promoting, marketing or recommending to any other party any transaction or matter addressed in this information statement. Before investing in any Fund, please consider the Fund’s investment objective, strategies, risks, and expenses. Be sure to consult with your financial, legal and professional tax advisors prior to investment in any fund. Potential participants in any Fund may obtain a copy of the Employee Benefit Summary from the plan sponsor or from Alta Trust at [email protected]. Not FDIC Insured May Lose Value No Bank Guarantee

Don’t miss the chance to take advantage of tax-loss harvesting opportunities like this. Strive Direct Indexing, powered by Vestmark Vast?, offers intraday tax-loss harvesting, asset customization, and tax-efficient transitions, while also providing pro-shareholder voting and engagement coverage from our in-house corporate governance team. Learn more about Strive Direct Indexing: https://lnkd.in/gEDWZfH2 Advisors with questions, including ideal clients for Strive Direct Indexing, can reach out directly to [email protected]. There is no guarantee objectives will be met. All investing involves risk, including the loss of principal.

Looking for an actively managed fixed income fund whose sector allocation and security selection are solely based on credit risk and asset price? Check out the Strive Enhanced Income Short Maturity ETF (BUXX), which seeks to provide current income while aiming to minimize price volatility and maintain portfolio liquidity. Learn more about why you should consider BUXX for your portfolio: Fact sheet: https://lnkd.in/gahBzksi Fund page: https://lnkd.in/gxkgrSge 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 visit our website at www.strivefunds.com. Read the prospectus or summary prospectus carefully before investing. The Strive ETFs are distributed by Quasar Distributors, LLC.

True Financial Freedom is not possible without autonomy. Learn about the importance of Financial Liberty and how Strive Wealth Management aims to help you create a path toward True Financial Freedom: https://lnkd.in/gTifmtiK.

Back in August, Strive publicly engaged with Boeing’s incoming CEO. Our message was clear: focus on engineering quality, not potentially value destructive social agendas. Last week, Boeing addressed the first request we made in our engagement by dismantling its DEI department. Check out this week’s Fiduciary Focus — Featured Story to learn more.