If you are someone who owns stocks, then I can say you should consider owning a basket of the most relevant brands. How you own them depends on your specific wants/needs. Regardless of the final outcome, I think I can help simplify your investment decisions.
If you prefer to work with a Financial Advisor: There’s a good chance the Brands strategy is available to him/her.
The Rational Dynamic Brands Fund is likely available for you to purchase through the Advisor’s mutual fund platform.
Currently the fund is available to investors at UBS, Stifel Nicholas, LPL, most independent broker/dealers, and through Registered Investment Advisors working with Schwab, Fidelity, TD Ameritrade. There are a number of regional broker/dealers available so reach out to me or your Advisor to check for availability.
If you prefer to do the research and allocate your assets to funds/ETF’s/stocks that make sense to you:
You can buy the Rational Dynamic Brands Fund at most discount brokerage firms like Schwab, TD, Fidelity, ETrade, etc.
Click to head to Schwab
Click to head to TD
Summary of Investment Options
RATIONAL Dynamic Brands Fund - an actively managed equity mutual fund that owns 25-50 highly relevant brands.
Dynamic Brands SMA - Separately managed portfolio - 25-50 stocks, actively managed. Ideal for individual investors and Financial Advisors who want their money manager to own & actively manage a portfolio of individual brands.
Core + Tactical Consumer Portfolio - 85% of the portfolio is the Brands Fund and 15% is actively managed and tactical. We try to find contrarian ideas that appear highly attractive in any market environment.