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Meet a Strategist -- Adaptive Investments

Meet a Strategist is a feature where Evan Harp talks to Strategists. This week features Greg Rutherford of Adaptive Investments.

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Obituary: Stacy A Rutherford (8/29/22) | Mountain Home News

Obituary: Stacy A Rutherford (8/29/22) | Mountain Home News
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Investment Product and Service Launches

Investment Product and Service Launches
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SMART Portfolios Investment Management Team Strengthened With The Addition Of WealthShield, LLC

SMART Portfolios Investment Management Team Strengthened With The Addition Of WealthShield, LLC
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Adaptive Growth Opportunities Fund is converting to an ETF

Adaptive Growth Opportunities Fund is converting to an ETF News provided by Share this article Share this article ALPHARETTA, Ga., May 10, 2021 /PRNewswire/ Adaptive Investments has received SEC approval to move forward with one of the first conversions of an open ended mutual fund, to an exchange traded fund (ETF.). The Adaptive Growth Opportunities Fund, CATEX, will exchange to the ETF structure after close of business on May 7th. The Fund will trade under the new ticker, AGOX, beginning May 10th. The Fund possesses Morningstar s 5-Star ranking over 3 years, 5 years and overall. Morningstar Tactical Category Top 6% over 3 years out of 218 funds

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