Tired of Clients Chasing Returns?

Learn how Return Stacked® Global Balanced & Macro ETF (RGBM) aims to provide diversification in a way that helps manage client (mis-)behavior.

As financial advisors, we know clients struggle to stay the course with liquid diversifying investments, especially when 60/40 portfolios have been strong.

RGBM ETF offers a solution: a 100% global balanced strategy stacked with an additional 100% systematic macro strategy. This 2 for 1 combination is designed to help deliver the diversification your clients may need in a solution they can actually stick to.

In this podcast, we explore how RGBM’s unique 'return stacking' approach can improve portfolio resilience and client outcomes. Learn how it minimizes the behavioral challenges of owning diversifying assets.

• How RGBM seeks to provide diversification that can help clients stay invested, even when traditional assets are performing well.
• The power of 'return stacking': Combining a global balanced allocation & a systematic macro strategy.
• Why systematic macro may improve portfolio performance during equity drawdowns and inflationary periods.
• How to use RGBM as an overlay to your strategic portfolio for capital efficiency.

This podcast may be suitable for: Investment professionals and financial advisors seeking innovative solutions for client portfolio diversification and behavioral risk management.

Mentioned in this episode:

The Return Stacking Symposium

October 8, 2025 | Chicago