Investment Philosophy

Versatility for Modern Portfolio Construction

At TrueMark, innovation is more than a buzzword. It’s our foundation. From pioneering uncapped buffered ETFs to finding opportunities within nascent asset classes, we strive to push beyond the traditional limits of investing.

Investing Has Changed

There Are Gaps To Be Filled

Everyone Wants Different Things

Investing is no longer just a one-size-fits-all model. 60/40 doesn’t work for everyone. Tools that dominated decades ago are being phased out and replaced by innovative, more efficient, and more transparent products. It’s not just index funds anymore. It’s no longer just about beating a benchmark. Investing in the modern economy means achieving more with today’s — and tomorrow’s — best tools.

A portfolio might be working, but what if it could be better? What if it could protect losses without sacrificing gains? What if it could dip a toe in tech without risking it all? What if it could generate consistent income for the retirement you always dreamed of? Every investor is different, so their portfolios should differ, too. Risk tolerance, goals, interests, expectations — what if those gaps could be filled?

Income: Today’s retirees can do better than simply drawing down their savings. They need the stability, consistency, and reliability of income to meet their unique needs.

Volatility Management: Let’s skip the high-risk, high-reward mentality and instead aim for a smoother ride without feeling market FOMO. 

Alpha: There is a way into the new economy and it involves industry experts, concentrated portfolios, and deep fundamentals that seek out the next category killers.

Impact: Investing can have a positive impact and a positive return. One shouldn’t have to come at the expense of the other.

An Opportunistic Mindset

We are alpha seekers who understand that losing big can be just as painful as missing out big. That’s why we balance risk and reward in a calculated, educated way. We find accessible entry points, build innovative solutions for upside capture and downside protection, deliver high-yield income, and seek opportunities for investments to have a positive impact and return. We offer all of these solutions to investors at different stages with unique goals of their own. 

Our Approach

Our approach is simple: build products that help investors navigate markets with confidence. By marrying institutional-quality strategies with the efficiency of the ETF structure, we seek to empower investors to pursue growth, manage risk, and achieve their goals on their own terms.

  • Our experienced investment teams have their fingers on the pulse of an ever-evolving industry.

  • When we identify a pain point in the industry, we craft innovative solutions to address them. 

  • Our funds are designed to inherently adapt to frequent market shifts and are managed to continuously monitor the broader market.

Before investing, carefully consider the TrueShares ETFs investment objectives, risks, charges and expenses. Specific information about the TrueShares is contained in the prospectus and a summary prospectus, copies of which may be obtained by visiting true-shares.com. Read the prospectus carefully before you invest. Paralel Distributors LLC is the distributor for TrueShares ETFs. Paralel Distributors LLC and TrueMark Investments, LLC are not affiliated.

An investment in TrueMark ETFs involve investment risks, which may adversely affect the Fund's net asset value per share (“NAV”), trading price, yield, total return and/or ability to meet its objective. There is no guarantee that the investment objectives of any fund or strategy will be met. An ETF that focuses on one sector may undergo more price fluctuations than a fund that invests its assets more broadly. A fund could lose money, or its performance could trail that of other investment alternatives. For a complete description of risks associated with each Fund please refer to the prospectus.

All content is original and has been researched and produced by TrueMark unless otherwise stated. No part of Truemark’s original content may be reproduced in any form, or referred to in any other publication, without the express written permission of TrueMark. The content is available for informational purposes only and is subject to change without notice. All statements made regarding companies or securities or other financial information on this site or any sites relating to TrueMark are strictly beliefs and points of view held by TrueMark or the third party making such statement and are not endorsements by TrueMark of any company or security or recommendations by TrueMark to buy, sell or hold any security. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list.

©2025, TrueMark Investments, LLC. (“TrueMark”).