Trending...
- The 2025 ESPY Awards After Party- Presented by Poppi & High Noon
- General Auction Company Announces August 8th Auction- Now Accepting Consignments
- $53 Million Company Valuation Investment with Majority Acquisition Option, Plus New Stock CUSIP Supporting Brand Transition of Fan Engagement Company
Equity fund is sub-advised by Portfolio Design Advisors, Inc.
SCOTTSDALE, Ariz. - Californer -- Uncommon Giving Corporation today announced the launch of its first values-based Exchange Traded Fund (ETF) on the New York Stock Exchange (NYSE). The Uncommon Portfolio Design Core Equity ETF (NYSE Arca: UGCE) is managed by its investment advisory affiliate, Uncommon Investment Advisors, and sub-advised by Portfolio Design Advisors, Inc.
The Uncommon Portfolio Design Core Equity ETF is an actively managed ETF that seeks to achieve its investment objective of providing capital appreciation by investing primarily in equity securities. Investments are comprised of two different strategies managed by Portfolio Design Advisors (PDA).
"We are excited to partner with Uncommon Investments for the launch of our first ETF," said Paul Knipping, PDA Portfolio Manager. "The fund combines two of our most popular strategies: our Large Cap Dividend Payer model, predominately a dividend paying strategy, and our Pure U.S. Equity model which is a large cap growth strategy. We believe the combination of these two strategies creates a diversified large cap core ETF, which can be used by both taxable and tax-advantage clients."
The fund's investments will be weighted by the sub-advisor between 40-60 percent to each strategy. A significant advantage of the new ETF is that it allows financial advisors and individual investors to invest in PDA's most popular strategies at a much lower minimum investment than through its model portfolios.
"Advisors who utilize our unified managed account platform, Axiom, also can cost efficiently access our strategies," said Wes Strode, Senior Portfolio Manager at PDA. "The Uncommon team's experience and knowledge in providing innovative, investable fund options was paramount in our decision to work with them for our first ETF."
More on The Californer
Themed ETFs and investment products are part of Uncommon Giving's end-to-end financial solutions for corporate social responsibility, digital giving by individuals, and investing options that align with a multitude of interests and values. Uncommon Investments was created to build and make investable ideas that both promote the company's mission and provide a platform for unique partners.
"Uncommon and Portfolio Design Advisors share the same values and an outcome-oriented approach to how money is invested and then utilized. PDA approaches the markets from a "client first" perspective and we are proud to help them take their work to a wider audience," said John Pileggi, Chief Investment Officer of Uncommon Giving and President of Uncommon Investment Advisors. "The markets should expect more of our proprietary products, very soon."
Uncommon Portfolio Design Core Equity Fund details may be found at https://www.uncommonetfs.com/ugce.
About Uncommon Giving:
Uncommon Giving Corporation is a digital-first financial services company changing the way people give, invest and make an impact on the world. The company offers a broad range of solutions for corporate social responsibility, digital giving by individuals and sustainable impact investing, all aligned with a multitude of interests and values. Through the company's flagship online platform, UncommonGiving.com, people can discover nonprofits, explore causes and donate to 1.2 million 501(c)(3) charitable organizations from a digital giving wallet – a democratized donor-advised fund. With one unified platform for its capabilities, Uncommon strives to be a first-of-its-kind financial services powerhouse and a one-stop-shop for social impact giving and investing. Learn more at https://uncommongiving.com.
More on The Californer
Uncommon Giving Corporation, The Generosity Company™, is headquartered in Scottsdale, Arizona. Company leaders bring decades of experience in financial services, banking, investments, technology and charity, and provide unique capabilities and innovative financial solutions for maximizing generosity.
All securities products or other advisory services are provided by affiliate Uncommon Investment Advisors, an SEC registered investment adviser. Uncommon Giving Corporation is not registered as an investment adviser with the SEC.
About Portfolio Design Advisors, Inc.:
Portfolio Design Advisors, Inc. is an SEC registered investment adviser headquartered in Denver, Colorado. With more than 36 years of combined investment experience, PDA team members specialize in creating sophisticated and customized investment strategies for clients. Portfolio managers have access to numerous world class institutional-quality investments. The team creates asset allocation models that are intended to meet the needs of many different risk/return profiles.
For more information, visit: https://portfoliodesign.us.
Past performance does not guarantee future results and there is no assurance that any investment strategy will achieve its investment objective. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Uncommon Core Equity ETF. This and other information about the funds is contained in the prospectuses and should be read carefully before investing. The prospectus can be obtained on our website https://www.uncommonetfs.com/ugce or by calling toll free 1-888-291-2011.
The Uncommon ETFs are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Neither Uncommon Investment Advisors LLC, Portfolio Design Advisors, Inc, nor Uncommon Giving Corporation are affiliated with Northern Lights Distributors, LLC.
6161-NLD-04/20/2021
The Uncommon Portfolio Design Core Equity ETF is an actively managed ETF that seeks to achieve its investment objective of providing capital appreciation by investing primarily in equity securities. Investments are comprised of two different strategies managed by Portfolio Design Advisors (PDA).
"We are excited to partner with Uncommon Investments for the launch of our first ETF," said Paul Knipping, PDA Portfolio Manager. "The fund combines two of our most popular strategies: our Large Cap Dividend Payer model, predominately a dividend paying strategy, and our Pure U.S. Equity model which is a large cap growth strategy. We believe the combination of these two strategies creates a diversified large cap core ETF, which can be used by both taxable and tax-advantage clients."
The fund's investments will be weighted by the sub-advisor between 40-60 percent to each strategy. A significant advantage of the new ETF is that it allows financial advisors and individual investors to invest in PDA's most popular strategies at a much lower minimum investment than through its model portfolios.
"Advisors who utilize our unified managed account platform, Axiom, also can cost efficiently access our strategies," said Wes Strode, Senior Portfolio Manager at PDA. "The Uncommon team's experience and knowledge in providing innovative, investable fund options was paramount in our decision to work with them for our first ETF."
More on The Californer
- A Century of Compassion: Butte Humane Society Hosts 114th Anniversary Gilded Garden Gala
- United Set to Hire More Special Olympics Athletes As Customer Service Ambassadors
- Exelon Leader Tamla Olivier Named 2025 Technologist of the Year by Waves of Change STEM Conference
- KIDZ BOP RELEASES BRAND NEW ALBUM 'KIDZ BOP 51' FEATURING HITS "APT" & "PINK PONY CLUB"
- Be Part of the World's Largest Art Biennale | Moons, Castles, Trees | Copenhagen Chronotopes
Themed ETFs and investment products are part of Uncommon Giving's end-to-end financial solutions for corporate social responsibility, digital giving by individuals, and investing options that align with a multitude of interests and values. Uncommon Investments was created to build and make investable ideas that both promote the company's mission and provide a platform for unique partners.
"Uncommon and Portfolio Design Advisors share the same values and an outcome-oriented approach to how money is invested and then utilized. PDA approaches the markets from a "client first" perspective and we are proud to help them take their work to a wider audience," said John Pileggi, Chief Investment Officer of Uncommon Giving and President of Uncommon Investment Advisors. "The markets should expect more of our proprietary products, very soon."
Uncommon Portfolio Design Core Equity Fund details may be found at https://www.uncommonetfs.com/ugce.
About Uncommon Giving:
Uncommon Giving Corporation is a digital-first financial services company changing the way people give, invest and make an impact on the world. The company offers a broad range of solutions for corporate social responsibility, digital giving by individuals and sustainable impact investing, all aligned with a multitude of interests and values. Through the company's flagship online platform, UncommonGiving.com, people can discover nonprofits, explore causes and donate to 1.2 million 501(c)(3) charitable organizations from a digital giving wallet – a democratized donor-advised fund. With one unified platform for its capabilities, Uncommon strives to be a first-of-its-kind financial services powerhouse and a one-stop-shop for social impact giving and investing. Learn more at https://uncommongiving.com.
More on The Californer
- California sends more search and rescue crews to Texas
- YourEggs Is Leading the Way in Providing Access to the Best Asian Egg Donors to Families Worldwide
- California: Governor Newsom and Acting Governor Kounalakis honor fallen CDCR Parole Agent
- California sues to stop Trump's politically motivated attack on high-speed rail
- SeedList Launching Institutional Crypto Crowdfunding Project to Empower Retail Investors and Disrupt the VC-Dominated Crypto Fundraising Landscape
Uncommon Giving Corporation, The Generosity Company™, is headquartered in Scottsdale, Arizona. Company leaders bring decades of experience in financial services, banking, investments, technology and charity, and provide unique capabilities and innovative financial solutions for maximizing generosity.
All securities products or other advisory services are provided by affiliate Uncommon Investment Advisors, an SEC registered investment adviser. Uncommon Giving Corporation is not registered as an investment adviser with the SEC.
About Portfolio Design Advisors, Inc.:
Portfolio Design Advisors, Inc. is an SEC registered investment adviser headquartered in Denver, Colorado. With more than 36 years of combined investment experience, PDA team members specialize in creating sophisticated and customized investment strategies for clients. Portfolio managers have access to numerous world class institutional-quality investments. The team creates asset allocation models that are intended to meet the needs of many different risk/return profiles.
For more information, visit: https://portfoliodesign.us.
Past performance does not guarantee future results and there is no assurance that any investment strategy will achieve its investment objective. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Uncommon Core Equity ETF. This and other information about the funds is contained in the prospectuses and should be read carefully before investing. The prospectus can be obtained on our website https://www.uncommonetfs.com/ugce or by calling toll free 1-888-291-2011.
The Uncommon ETFs are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Neither Uncommon Investment Advisors LLC, Portfolio Design Advisors, Inc, nor Uncommon Giving Corporation are affiliated with Northern Lights Distributors, LLC.
6161-NLD-04/20/2021
Source: Uncommon Giving Corporation
Filed Under: Technology, Financial
0 Comments
Latest on The Californer
- CelluHeal™ Launches Full Line of Advanced Wound Dressings for Online Purchase in the USA, Canada, and Beyond
- California: Governor Newsom responds to Trump's latest gift to China: Defunding America's only high-speed rail
- California: Governor Newsom announces appointments 7.16.25
- California: Governor Newsom calls on Trump to end Los Angeles militarization, shares community resources
- City of Long Beach to Host Compost and Recycling Ambassador Program
- AMAZON DRIVERS IN CITY OF INDUSTRY JOIN THE TEAMSTERS
- Silva Construction Details Common Home Renovation Mistakes and How to Avoid Them
- Governor Newsom invites LA Fire survivors to continue shaping rebuilding efforts through Engaged California
- DOGUE Magazine and CoverDogs Announce Series A to Redefine Modern Pet Culture
- Voices for Humanity Treks High into the Himalayas to Deliver the Way to Happiness with Meena Sharma
- Nonprofit innovator named Mensa Executive Director
- Following Trump cut to LGBTQ youth suicide hotline, California steps up to fill the gap
- Yasmine Roulleau named Managing Director in Vancouver, Canada
- Chasing Elizabeth Taylor — The Dazzling True Story Behind the Queen of Diamonds Now Available in Limited-Edition Hardcover
- Swim Up Hill Animation Premieres Pilot Episode of "The Adventure of Swim Up Hill"
- LOS ANGELES TEAMSTERS AT METRO TRANSIT RATIFY FIRST CONTRACT
- Calmwater Capital Funds $22.8 Million Loan to Refinance Retail Complex in Park City
- From Barrio to Transgender Pioneer: Chapter 14 Personal Injustices Faced by the Protagonist
- Blacksmith InfoSec and Liongard Launch Strategic Integration to Simplify MSP Compliance Audits
- Surefox North America & Eagle Eye International Protective Services Announce Strategic Partnership