US Credit Series ETFs

US Credit Investing Made ETF Easy.

Features

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Broad, Direct Access

Diversified exposure to the most current, liquid investment grade corporate bonds, evenly weighted to reduce overexposure to large, serial issuers for a better representation in a portfolio.

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Targeted Use

Focused security selection of bonds +/- 6 months from the target maturity allowing for precise maturity management.

Consistent Exposure

Increased Cashflow Frequency

The ETF will seek to pay monthly income, more frequently than the semi-annual payments of the underlying bonds.

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Tax-Efficiency

Utilizing the ETF structure to help reduce or eliminate potential capital gains.

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Consistent Maturity

Always own the most recent current coupon investment grade corporate bonds. Economies of scale reduce transaction costs and the operational burden of continually maintaining targeted maturity.

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Flexibility

The US Credit Series ETFs enable any investor to express a wide view on rates and credit through buying, shorting or utilizing options.

Why Investment Grade Corporate Bonds?

  • 1.

    Attractive alternative to government bonds, with potentially higher income and higher returns. 

  • 2.

    One of the largest and most liquid asset classes in the world. 

  • 3.

    Diversification from equities. 

  • 4.

    Capital preservation. 

Team

Alexander Morris Headshot
Alexander Morris

Co-Founder, CEO

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John Han Headshot
John Han

VP, Portfolio Manager

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