Connect with us

Learn More About our Solutions

Overview Team Legal Notices

United States

New Age Alpha LLC

555 Theodore Fremd Avenue, Suite A101 Rye, New York 10580

212.922.2699
212.922.2698

South Africa

New Age Alpha SA (Pty) Ltd

18th Floor Metalbox, 25 Owl Street,
Auckland Park, Johannesburg 2092

+27.11.486.2500
+27.11.486.2915

One-on-One with a Portfolio Specialist

Welcome to New Age Alpha. We’re excited to have you join our community of investment professionals who take a different approach to investing. Please choose a time to schedule a One-on-One session with one of our Portfolio Specialists.

In the session you will learn:

  • How to identify and avoid the losers—overpriced stocks caused by human behavior.
  • How the H-Factor System works, functionality and navigation.
  • How to best apply our methodology to your own portfolios.
  • How we use the H-Factor System to analyze stocks and invest.
  • How to build a portfolio using the H-Factor.
  • How to best use the H-Factor System to build your practice.
Service Talk to a Specialist

Fill out the form below and a Portfolio Specialist will be in touch within 24 hours to help answer any questions and provide additional information about our investment solutions and indexes.

© 2021 New Age Alpha LLC. All Rights Reserved.
New Age Alpha, Human FactorTM, H-Factor, No Alpha No Fee, Avoid the Losers are all trademarks of New Age Alpha LLC.

Prospectus Offering Investors should carefully consider the investment objectives, risks, charges and expenses of the New Age Alpha Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained at www.newagealphaetfs.com or by calling 888-559-7146. The prospectus should be read carefully before investing. The New Age Alpha Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Northern Lights Distributors, LLC is not affiliated with New Age Alpha Advisors, LLC.

Performance Disclosure Language The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. For performance information current to the most recent month‐end, please call toll‐free 888-559-7146 or visit our website, www.newagealphaetfs.com.

Important Risk Information Risk Disclosure The New Age Alpha Funds involve risks including the possible loss of principal and may not be suitable for all investors. There is no assurance that the fund will achieve its investment objectives. There is no assurance that the Advisor or index methodology will successfully identify and quantify the H‐Factor methodology risk or which stocks have low or high H‐Factor Scores.

Errors and additional rebalances carried out by the Advisor with respect to the Index may increase the costs and market exposure risk of the Fund. The Fund is not ‘actively’ managed and maintaining investments regardless of market condition could lower Fund performance. Markets and equity securities can decline in value sharply and unpredictably, and in times of severe disruptions you could lose your entire investment.

The Fund has a limited number of intermediaries that act as authorized participants, and none of these authorized participants are or will be obligated to engage in creation or redemption transactions. Cash equivalents are not guaranteed as to principal or interest, and the Fund could lose money through these investments. The Fund may effect creations and redemptions in cash or partially in cash, which may be less tax‐efficient than an investment in an ETF that distributes portfolio securities entirely in‐kind. In following its methodology, the Index may be concentrated in securities of issuers operating in a single industry and the Fund will concentrate its investments to approximately the same extent. Investments in fixed‐income instruments are subject to the possibility that interest rates could rise sharply, causing the value of the Fund’s holdings and share price to decline.

The Fund is subject to the risk that large‐capitalization securities may underperform other segments of the equity market or the equity market as a whole. The Fund’s return may be uncorrelated and not match the return of the benchmark index. The Fund is non‐diversified, which means it invests a high percentage of its assets in a limited number of securities.

The Fund seeks to track a quantitative strategy index and the Fund invests in securities comprising an index created by a proprietary model. The success of the Fund’s principal investment strategies depends on the effectiveness of the model. The value of a REIT can depend on the structure of and cash flow generated by the REIT. The Fund’s investment return on repurchase agreements will depend on the counterparty’s willingness and ability to perform its obligations. U.S. government securities are subject to the risks associated with fixed‐income and debt securities, particularly interest rate risk and credit risk.

ETF Trading Disclosure ETF shares are not redeemable with the issuing fund other than in large creation unit aggregations. Instead, investors must buy or sell ETF Shares in the secondary market. The NAV of the Fund’s shares is calculated each day the national securities exchanges are open for trading, normally 4:00 p.m. Eastern time. Shares are bought and sold at market price not NAV. Market Price returns are based upon the official closing price on the listing exchange at 4:00 p.m. ET when NAV is normally determined for most Funds, and do not represent the returns you would receive if you traded shares at other times.

An active secondary market for the Fund’s shares may not exist. Although the Fund’s shares will be listed on an exchange, it is possible that an active trading market may not develop or be maintained. There is no guarantee that distributions will be paid.

7362-NLD-11022021 | CC: NAA10143C | SKU: 10020