Dakota Wealth's DAK ETF: Elevating Portfolio Management
PR Newswire
PALM BEACH GARDENS, Fla., Aug. 5, 2025
PALM BEACH GARDENS, Fla., Aug. 5, 2025 /PRNewswire/ -- Dakota Wealth Management, headquartered in Palm Beach Gardens, Florida, is excited to announce the introduction of its Dakota Active Equity (DAK), tailored to meet the needs of the modern investor. The firm's dedication to continuous innovation further enhances their capacity to adapt to market dynamics and unveil emerging opportunities for sustained success.
"DAK builds upon the strengths of Dakota Wealth Management and our history of portfolio management," states Chief Investment Officer, Tim Melly. "This enables investors to access a Dakota strategy with the convenience and familiarity of an ETF."
DAK was born from Dakota's commitment to providing effective financial solutions, offering a streamlined approach for portfolio management and diversification. The core investment philosophy of the Dakota Active Equity Team revolves around the artful combination of qualitative insight and quantitative analysis in investment management. Dakota's structured method for identifying high-growth potential stocks utilizes a comprehensive framework that merges systematic fundamental analysis with subjective implementation, aiming to enhance portfolio outcomes.
A crucial aspect of Dakota's strategy involves the consistent application of thorough, multi-faceted research, which they believe can generate alpha and lead to more reliable performance. Additionally, they assert that ongoing, innovative research is essential to discovering emerging opportunities and strengthening their investment process. Dakota's focus lies in pinpointing leading companies within the most dynamic sectors and industries.
For more details about DAK, including prospectus information, fund holdings, and strategy overview, please visit http://www.dakotaetfs.com.
Investments involve risk. Principal loss is possible.
The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. This and other important information is contained in the prospectus, which may be obtained by following the links Prospectus and Summary Prospectus or by calling +1.561.774.8101. Please read the prospectus carefully before investing.
The Fund is actively-managed and is subject to the risk that the strategy may not produce the intended results. The Fund is new and has a limited operating history to evaluate.
This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. We make no representation or warranty as to the accuracy or completeness of the information contained herein including third-party data sources. The views expressed are as of the publication date and subject to change at any time. No part of this material may be reproduced in any form, or referred to in any other publication without express written permission. References to other funds should not to be interpreted as an offer or recommendation of these securities.
The Fund is distributed by Quasar Distributors, LLC. The fund's investment advisor is Empowered Funds, LLC, which is doing business as ETF Architect. Dakota Wealth Management serves as the Sub-adviser to the Fund. Quasar is not affiliated with ETF Architect and Dakota Wealth Management.
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SOURCE Dakota Wealth Management
