Indexperts Direct

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Indexperts Proven Results
Indexperts Direct

About Indexperts Direct

Indexperts Direct gives investors everything they need to set off on their indexing journey.

After a scheduled call with an advisor, Indexperts will build a personalized portfolio to meet the investor's specific need. By using Indexperts ETFs, a tailored portfolio with a focus on earnings and yield quality is constructed for long-term success.

Why Choose Indexperts Direct?

Quality Focus

Indexperts ETFs are focused on the earnings quality of companies, not just their size.

Customizable Portfolios

Personalize your investments to reflect your unique goals, preferences, and values, ensuring alignment with your financial strategy.

Cost-Effective Management

Avoid hidden expenses and inefficiencies commonly associated with pooled funds.

Education

After 36 years of managing money, we found that portfolio efficiency only maximized results if the investor made good choices. That's why our team of professionals has made Indexopedia, a digital learning center exclusive to Indexperts clients.
Indexperts Direct - Why Choose Indexperts Direct?

Get Started with Indexperts Direct

Investors with over $500,000 can schedule a meeting with an advisor to choose their ideal allocation, using the Indexperts earnings and yield focused ETFs.
Get Started Now
Indexperts Direct - A Tailored Investment Experience

A Tailored Investment Experience

Indexperts Direct empowers you to build a portfolio that’s specific to your risk and income needs. Whether you’re focused on growing wealth, preserving capital, or a little bit of both, our solutions make sure your investments reflect your vision.
Indexperts Direct - Quality and Confidence

Quality and Confidence

By eliminating middlemen and focusing on quality, Indexperts Direct gives investors a simple and efficient way to invest. Indexopedia, our client resource center, provides investors the information they need to be confident in their strategy.

Choose Indexperts Direct to unlock a smarter, more efficient path to building and preserving wealth.

Balance is Key

Three sample allocations using Indexperts ETFs are shown below, but investors building an account with a value over $500,000 can choose Indexperts Direct to schedule a call with a seasoned investment advisor.
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Get Started with Indexperts Direct

Investors with over $500,000 can schedule a meeting with an advisor to choose their ideal allocation, using the Indexperts earnings and yield focused ETFs.
Get Started Now
Indexperts Prospectus

An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective.

Investment in RILA & QIDX are also subject to the following risks:

Common Stock/Equity Security Risk:
Common stock holds the lowest priority in a company’s capital structure, and therefore, takes the larges share of the company’s risk and its accompanying volatility.
Growth Stock Risk:
Growth stocks can react differently to issuer, political, market, and economic developments than the market as a whole and other types of stocks. The stocks of such companies can therefore be subject to more abrupt or erratic market movements than stocks of larger, more established companies or the stock market in general.

Investment in YFFI is also subject to the following risks:

Interest Rate Risk:
As interest rates risk, the value of fixed income securities are likely to decrease. As interest rates fall, the value of fixed income securities are likely to increase. Changes in interest rates may affect the Fund’s shareprice, for example, a sharp rise in interest rates could cause the Fund’s share price to fall.
Fixed Income Risk:
The Fund’s investments in fixed income securities will be subject to various risks including interest rate risk, credit risk, extension risk, and prepayment risk. These risks could affect the value of a particular investment by the Fund, possibly causing the Fund’s share price and total return to be reduced and fluctuate more than other types of investments.

Investment in RILA, QDIX & YFFI are also subject to the following risk:

New Fund Risk:
The Fund is newly formed and has no history of operations. Accordingly, investors in the Fund bear the risk that the Fund may not be successful in implementing its investment strategy, may not employ a successful investment strategy, or may fail to attract sufficient assets under management to realize economies of scale, any of which could result in the Fund being liquidated at any time without shareholder approval and at a time that may not be favorable for all shareholders.

While shares of the Fund are tradable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress. ETFs trade like stocks, are subject to investment risks, fluctuate in market value, and may trade at prices above or below the ETF’s net asset value. Brokerage commissions and ETF expenses will reduce returns. More information about these risks can be found in the Fund’s prospectus.

Indexperts Gorilla Aggressive Growth ETF (RILA); Indexperts Quality Earnings Focused ETF (QIDX); and Indexperts Yield Focused Fixed Income ETF (YFFI) are distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 209, Raleigh, North Carolina 27609. There is no affiliation between Indexperts, LLC, including their principals, and Capital Investment Group, Inc.

An investor should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at https://indexperts.com/docs/indexperts-prospectus.pdf or by calling Shareholder Services at 1-800-773-3863. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.