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Trump Media Registers Trademarks for Truth.Fi Investment Vehicles

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Trump Media and Technology Group (DJT) has applied to register trademarks for new investment vehicles under the Truth.Fi brand. The company plans to launch customized ETFs and SMAs focused on Made in America, U.S. Energy Independence, and Bitcoin Plus themes.

The initiative is part of TMTG's financial services and FinTech strategy, which includes a $250 million investment to be custodied by Charles Schwab. The company has partnered with Yorkville Advisors, who will serve as the Registered Investment Advisor for these new financial vehicles, subject to necessary approvals.

The products aim to provide alternatives to 'woke funds' and address 'debanking problems' in the market, focusing on American energy, manufacturing, and other sectors aligned with America First principles.

Trump Media and Technology Group (DJT) ha presentato domanda per registrare marchi per nuovi veicoli d'investimento sotto il marchio Truth.Fi. L'azienda prevede di lanciare ETF e SMA personalizzati focalizzati su temi come il Made in America, l'Indipendenza Energetica degli Stati Uniti e Bitcoin Plus.

Quest'iniziativa fa parte della strategia di servizi finanziari e FinTech di TMTG, che include un investimento di 250 milioni di dollari che sarà custodito da Charles Schwab. L'azienda ha collaborato con Yorkville Advisors, che fungerà da Consulente per Investimenti Registrato per questi nuovi veicoli finanziari, soggetti alle necessarie approvazioni.

I prodotti mirano a fornire alternative ai 'fondi woke' e affrontare i 'problemi di debanking' nel mercato, concentrandosi su energia americana, produzione e altri settori in linea con i principi America First.

Trump Media and Technology Group (DJT) ha solicitado registrar marcas para nuevos vehículos de inversión bajo la marca Truth.Fi. La empresa planea lanzar ETFs y SMAs personalizados enfocados en temas como Hecho en América, Independencia Energética de EE. UU. y Bitcoin Plus.

La iniciativa forma parte de la estrategia de servicios financieros y FinTech de TMTG, que incluye una inversión de 250 millones de dólares que estará custodiada por Charles Schwab. La empresa se ha asociado con Yorkville Advisors, quien actuará como Asesor de Inversiones Registrado para estos nuevos vehículos financieros, sujetos a las aprobaciones necesarias.

Los productos tienen como objetivo proporcionar alternativas a los 'fondos woke' y abordar los 'problemas de debanking' en el mercado, enfocándose en energía americana, manufactura y otros sectores alineados con los principios de America First.

트럼프 미디어 및 기술 그룹 (DJT)Truth.Fi 브랜드 하에 새로운 투자 수단의 상표 등록을 신청했습니다. 이 회사는 '메이드 인 아메리카', '미국 에너지 독립', 및 '비트코인 플러스' 주제를 중심으로 맞춤형 ETF 및 SMA를 출시할 계획입니다.

이 이니셔티브는 TMTG의 금융 서비스 및 핀테크 전략의 일환이며, 2억 5천만 달러의 투자가 찰스 슈왑에 의해 보관될 예정입니다. 이 회사는 요크빌 어드바이저즈와 협력하여 이 새로운 금융 수단의 등록 투자 고문 역할을 할 예정이며, 필요한 승인을 받을 것입니다.

이 제품들은 '웩드 펀드'에 대한 대안을 제공하고 시장의 '디뱅킹 문제'를 해결하는 것을 목표로 하며, 미국 에너지, 제조업, 및 아메리카 퍼스트 원칙에 부합하는 기타 분야에 집중하고 있습니다.

Trump Media and Technology Group (DJT) a demandé l'enregistrement de marques pour de nouveaux véhicules d'investissement sous la marque Truth.Fi. L'entreprise prévoit de lancer des ETF et des SMA personnalisés axés sur des thèmes tels que Fabriqué en Amérique, Indépendance énergétique des États-Unis, et Bitcoin Plus.

Cette initiative fait partie de la stratégie de services financiers et de FinTech de TMTG, qui comprend un investissement de 250 millions de dollars qui sera conservé par Charles Schwab. L'entreprise s'est associée à Yorkville Advisors, qui servira de conseiller en investissements enregistré pour ces nouveaux véhicules financiers, sous réserve des approbations nécessaires.

Les produits visent à fournir des alternatives aux 'fonds woke' et à s'attaquer aux 'problèmes de débanking' sur le marché, en se concentrant sur l'énergie américaine, la fabrication et d'autres secteurs alignés avec les principes de America First.

Trump Media and Technology Group (DJT) hat die Registrierung von Marken für neue Anlagevehikel unter der Marke Truth.Fi beantragt. Das Unternehmen plant, maßgeschneiderte ETFs und SMAs zu starten, die sich auf die Themen Made in America, US-Energieunabhängigkeit und Bitcoin Plus konzentrieren.

Die Initiative ist Teil der Finanzdienstleistungs- und FinTech-Strategie von TMTG, zu der eine Investition von 250 Millionen Dollar gehört, die von Charles Schwab verwahrt werden soll. Das Unternehmen hat sich mit Yorkville Advisors zusammengetan, die als registrierter Anlageberater für diese neuen Finanzvehikel fungieren werden, vorbehaltlich der erforderlichen Genehmigungen.

Die Produkte zielen darauf ab, Alternativen zu 'woken Fonds' zu bieten und 'Debanking-Probleme' auf dem Markt anzugehen, wobei der Fokus auf amerikanischer Energie, Fertigung und anderen Sektoren liegt, die mit den Prinzipien von America First übereinstimmen.

Positive
  • Partnership with established financial institutions Charles Schwab and Yorkville Advisors
  • Planned $250 million investment in new financial products
  • Expansion into financial services sector with new Truth.Fi brand
  • Diversification of revenue streams beyond social media and streaming
Negative
  • Products still require regulatory approvals
  • No timeline specified for product launches
  • Uncertain market demand for politically-themed investment products

Insights

TMTG's strategic expansion into financial services marks a significant pivot that could substantially diversify its revenue streams beyond social media and streaming. The partnership with Charles Schwab, a tier-1 custodian, adds important legitimacy and infrastructure support, while Yorkville's involvement as RIA provides essential regulatory expertise.

The planned investment vehicles strategically target three distinct market segments:

  • Domestic manufacturing (Made in America)
  • Energy independence
  • Cryptocurrency exposure (Bitcoin Plus)
This product mix appears designed to capture growing investor interest in reshoring, energy security and digital assets.

However, several critical challenges lie ahead. ETF launches typically require 6-12 months for SEC approval and the current regulatory environment for crypto products remains complex. The $250 million commitment suggests serious backing, but success will depend on:

  • Differentiation in an increasingly crowded ETF market
  • Ability to attract sufficient assets under management (AUM)
  • Competitive fee structures and performance
  • Distribution capabilities through major platforms

The revenue potential primarily hinges on management fees, typically ranging from 0.3% to 0.75% for thematic ETFs. With Schwab's distribution network and TMTG's brand recognition, these products could attract significant AUM if properly executed, though profitability may take 12-24 months to achieve given startup and regulatory costs.

The Truth.Fi initiative positions TMTG at the intersection of three rapidly evolving market trends: thematic investing, digital asset integration and personalized portfolio management. The dual ETF/SMA approach is particularly noteworthy, as it enables both scalable passive products and higher-margin personalized solutions.

The technology stack requirements will be substantial, necessitating:

  • Robust portfolio management systems
  • Real-time trading infrastructure
  • Compliance and reporting frameworks
  • Client interface platforms
Leveraging Schwab's established infrastructure mitigates significant technical risks while accelerating time-to-market.

The revenue model complexity increases with the addition of SMAs, which typically command higher fees (0.75% to 1.5%) than ETFs but require greater operational resources. The potential integration with Truth Social could create unique client acquisition channels and data insights, though this also raises privacy and regulatory considerations.

Market timing appears strategic, capitalizing on growing demand for alternative investment options and increasing retail investor participation. However, success will require careful navigation of regulatory requirements, particularly for the Bitcoin Plus products, given the evolving crypto regulatory landscape.

TMTG Quickly Advancing Plans to Launch America First-Themed ETFs, SMAs

SARASOTA, Fla., Feb. 06, 2025 (GLOBE NEWSWIRE) -- Trump Media and Technology Group Corp. (Nasdaq: DJT) ("TMTG"), operator of the social media platform Truth Social and the video streaming platform Truth+, is announcing today that the company has applied to register trademarks for brand names connected to the launch of its customized exchange-traded funds ("ETFs") and customized separately managed accounts ("SMAs") beginning this year.

The trademarks comprise the following:

  • Truth.Fi Made in America ETF
  • Truth.Fi Made in America SMA
  • Truth.Fi U.S. Energy Independence ETF
  • Truth.Fi U.S. Energy Independence SMA
  • Truth.Fi Bitcoin Plus ETF
  • Truth.Fi Bitcoin Plus SMA

The investment vehicles will be components of the new Truth.Fi brand covering financial services and financial technology. The launch of Truth.Fi is part of TMTG’s financial services and FinTech strategy that includes the investment of up to $250 million to be custodied by Charles Schwab, which will partner with TMTG to develop the SMAs.

Additionally, the company has signed a services agreement and a licensing agreement with an affiliate of Yorkville Advisors ("Yorkville"). Subject to necessary approvals, Yorkville will act as the Registered Investment Advisor for the new financial vehicles, playing a lead role in constructing the products and shepherding them through the regulatory process. 

TMTG CEO and Chairman Devin Nunes said, “We aim to give investors a means to invest in American energy, manufacturing, and other firms that provide a competitive alternative to the woke funds and debanking problems that you find throughout the market. We’re exploring a range of ways to differentiate our products, including strategies related to bitcoin. We will continue to finetune our intended product suite to develop the optimal mix of offerings for investors who believe in America First principles.”

Yorkville President Mark Angelo said, “Yorkville is pleased to take this next important step with TMTG in its development of America First investment vehicles. We greatly value our position as a strategic financial partner to TMTG and are proud to join with TMTG in the Truth.Fi movement.”

About TMTG

The mission of TMTG is to end Big Tech's s assault on free speech by opening up the Internet and giving people their voices back. TMTG operates Truth Social, a social media platform established as a safe harbor for free expression amid increasingly harsh censorship by Big Tech corporations, as well as Truth+, a TV streaming platform focusing on family-friendly live TV channels and on-demand content. TMTG is also launching Truth.Fi, a financial services and FinTech brand incorporating America First investment vehicles.

Cautionary Statement About Forward-Looking Statements

Certain statements in this press release constitute "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Statements contained in this press release that are not historical facts are forward-looking statements and include, for example, statements regarding, among other things, the plans, strategies, and prospects, both business and financial, of TMTG. We have based these forward-looking statements on our current expectations about future events, including the rollout of products and features and the future plans, timing and potential success of our future collaborations. The forward-looking statements included in this press release are based on our current beliefs and expectations of our management as of the date of this press release. These statements are not guarantees or indicative of future performance. Although we believe that our plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, we cannot assure you that we will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, and assumptions. Generally, statements that are not historical facts, including statements concerning possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "soon," "goal," "intends," or similar expressions. Forward-looking statements are not guarantees of future performance, and involve risks, uncertainties and assumptions that may cause our actual results to differ materially from the expectations that we describe in our forward-looking statements. There may be events in the future that we are not accurately able to predict, or over which we have no control. Important assumptions and other important factors that could cause actual results to differ materially from those forward- looking statements include, but are not limited to, our ability to recognize the anticipated benefits of Truth.Fi and our future collaborations; the possibility that we may be adversely impacted by economic, business, and/or competitive factors; our limited operating history making it difficult to evaluate our business and prospects; our inability to effectively manage future growth and achieve operational efficiencies; our inability to grow or maintain our active user base; our inability to achieve or maintain profitability; occurrence of a cyber incident resulting in information theft, data corruption, operational disruption and/or financial loss; potential diversion of management's attention and consumption of resources as a result of new products and strategies; and those additional risks, uncertainties and factors described in more detail under the caption "Risk Factors" in our Quarterly Report on Form 10-Q for the quarter ended September 30, 2024, and in our other filings with the Securities and Exchange Commission. We do not intend, and, except as required by law, we undertake no obligation, to update any of our forward-looking statements after the issuance of this press release to reflect any future events or circumstances. Given these risks and uncertainties, readers are cautioned not to place undue reliance on such forward-looking statements.

Investor Relations Contact

Shannon Devine (MZ Group | Managing Director - MZ North America)
Email: shannon.devine@mzgroup.us

Media Contact

press@tmtgcorp.com


FAQ

What investment products is Trump Media (DJT) launching under Truth.Fi?

DJT is launching six investment products: Truth.Fi Made in America ETF and SMA, Truth.Fi U.S. Energy Independence ETF and SMA, and Truth.Fi Bitcoin Plus ETF and SMA.

How much is Trump Media (DJT) investing in the Truth.Fi initiative?

TMTG is investing up to $250 million to be custodied by Charles Schwab for the Truth.Fi initiative.

Who are the key partners for Trump Media's (DJT) Truth.Fi products?

Charles Schwab will custody the investments and partner on SMA development, while Yorkville Advisors will serve as the Registered Investment Advisor for the new financial vehicles.

What is the focus of Trump Media's (DJT) Truth.Fi investment products?

The products focus on American energy, manufacturing, and firms providing alternatives to 'woke funds,' along with Bitcoin-related strategies, aligned with America First principles.
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