Newfound Research develops and manages quantitative investment strategies focused on return stacking. Newfound serves as a sub-advisor to ETFs and a mutual fund, and offers model solutions to registered investment advisors, broker-dealers, and other asset management firms. Newfound does not have an advisory relationship with the end-investor under model licensing arrangements. Newfound does not participate in wrap fee programs or offer separately managed accounts.
Fee Structure
Newfound Research does not charge a management fee for its allocation models. However, Newfound receives indirect fees when the model utilizes Newfound's proprietary products. Fees for index models are structured as a fixed percentage of assets under management, but they vary based on the complexity of the model. In some cases, Newfound does not charge a fee if Return Stacked® ETFs are in an index or custom model.