Cambria and ETF Architect Launch Cambria Tax Aware ETF (TAX) with $27 Million
Innovative ETF enables individual investors to access tax optimization previously only available to accredited investors
TAX will focus on
The ETF launched with
“We’re thrilled with the strong initial interest in TAX from both investors and advisors,” said Meb Faber, co-founder and CIO of
TAX joins
“We’re excited about the future of innovation in the ETF space, particularly for tax-optimized strategies,” said Wes Gray, majority owner and strategic advisor of ETF Architect. “Partnering with
About
Cambria Investment Management, LP ("
About ETF Architect
ETF Architect is on a mission to lower barriers to entry in the ETF market by delivering an affordable, easy-to-use, and transparent solution. Via their EA Series Trust, the firm partners with fund managers (hedge, mutual, SMA), registered investment advisors (RIAs), and family offices who want to leverage the material tax and operational efficiencies of the ETF structure. The firm currently manages over
To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. This and other information can be found in the Fund's full or summary prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money.
The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000,
SYLD, FYLD, EYLD, MYLD, TYLD, LYLD, TAIL, FAIL, VAMO, GMOM, TRTY, GAA, BLDG, TOKE, GVAL, and TAX are distributed by ALPS Distributors, Inc., 1290 Broadway, Suite 1000,
There is no guarantee that the Fund will achieve its investment goal. Investing involves risk, including the possible loss of principal. High yielding stocks are often speculative, high risk investments. The underlying holdings of the fund may be leveraged, which will expose the holdings to higher volatility and may accelerate the impact of any losses. These companies can be paying out more than they can support and may reduce their dividends or stop paying dividends at any time, which could have a material adverse effect on the stock price of these companies and the Fund’s performance. International investing may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Investments in smaller companies typically exhibit higher volatility. Narrowly focused funds typically exhibit higher volatility.
The Fund is managed using proprietary investment strategies and processes. There can be no guarantee that these strategies and processes will produce the intended results and no guarantee that the Fund will achieve its investment objective. This could result in the Fund’s underperformance compared to other funds with similar investment objectives.
There is no guarantee dividends will be paid. Diversification may not protect against market loss.
There are special risks associated with margin investing. As with stocks, you may be called upon to deposit additional cash or securities if your account equity declines.
1031 Exchange: IRC Section 1031 provides an exception to taxable gains at the time of sale of a business or investment property and allows you to postpone paying tax on the gain if you reinvest the proceeds in similar property as part of a qualifying like-kind exchange. Gain deferred in a like-kind exchange under IRC Section 1031 is tax-deferred, but it is not tax-free.
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Tyler Bradford
Hewes Communications
Office: 212-207-9454
tyler@hewescomm.com
Source: Cambria Investment Management