Trump Media and Technology Group Corp., along with Yorkville America Equities and Index Technologies Group (ITG), today announced that the three firms have created a strategic partnership and launched a new suite of Truth Social-branded Separately Managed Accounts (“SMAs”) offering investors access to curated, thematic investment strategies rooted in American values and priorities.
TMTG is the operator of the social media platform Truth Social, the streaming platform Truth+, and the FinTech brand Truth.Fi, while Yorkville America Equities is an “America-First asset management firm, and ITG is an originator and provider of thematic investment solutions.
The initial lineup of SMA strategies includes:
• Faith & Values
• Liberty & Security
• Energy Independence
• Made in America
“We’re excited to advance our financial services strategy in conjunction with our new partnership. We’re moving forward with a series of America First investment products that meet investors’ demand to support a wide range of outstanding, non-woke, and innovative companies across key sectors of the U.S. economy,” said TMTG CEO and Chairman Devin Nunes.
“We’re moving forward with a series of America First investment products that meet investors’ demand to support a wide range of outstanding, non-woke, and innovative companies across key sectors of the U.S. economy.”
TMTG CEO and Chairman Devin Nunes
“Yorkville America Equities, TMTG, and ITG bring together deep expertise in asset management, media, and technology to deliver a distinctive investment offering that meets the evolving demands of today’s investors,” said Troy Rillo, CEO of Yorkville America Equities. “These investment strategies are designed to provide exclusive access to American innovation, aligning capital with companies that reflect the values and future of this country.”
A press release today said that each strategy is constructed using a proprietary, data-driven framework that “combines financial performance with our proprietary values-based metrics.” Yorkville America Equities and ITG apply advanced algorithms to score and rank companies within each theme, identifying leaders in alignment with the strategy’s mission. Portfolios will be rebalanced quarterly to reflect market dynamics and maintain alignment with thematic goals.
“At a time when the foundations of American prosperity are shifting, it’s critical that our investment strategies reflect the values that define us,” said Jon DuPrau, Managing Partner at ITG. “Made in America is more than just a theme—it’s a declaration of support for businesses essential to our economy, national security, and enduring freedoms. These strategies empower investors to align their portfolios with patriotic and ethical convictions.”
The SMAs will complement a slate of ETFs planned to launch later this year through a partnership between TMTG and Crypto.com. The ETFs and SMAs, both of which TMTG is planning to invest in via its own cash reserves, are part of a TMTG financial services and FinTech strategy using up to $250 million to be custodied by Charles Schwab.
In an article today, The Wall Street Journal noted that Trump Media’s pivot to financial services, which also entails investing its corporate coffers in bitcoin and other cryptocurrencies, could prove a lifeline for the company as its social-media platform, Truth Social, struggles to generate revenue.
Potential investors can get more information about the SMAs by emailing info@superdex.com.
SEE ALSO:
• Truly Managed Accounts are Not QDIAs: Opinion
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.