A New Take on Allocation: PRTO ETF Adapts to Changing Markets

How the ETF Works

The RCN Pareto Strategic Allocation ETF

is an adaptive allocation strategy built around systematic decision-making rather than discretionary market timing. The fund dynamically adjusts exposure across asset classes based on observable market trends and economic signals.

PRTO seeks to participate in rising markets by allocating to asset classes demonstrating positive momentum while reducing or eliminating exposure to those experiencing sustained downturns. The strategy is designed to identify longer-term turning points between structural bull and bear markets, rather than reacting to short-term volatility.

As conditions change, the ETF may rotate among equities, U.S. Treasuries, gold, and cash equivalents in an effort to align the portfolio with prevailing macroeconomic environments. The goal is to generate growth while attempting to limit drawdowns, creating a smoother compounding path over time.

Why Investors Should Consider This ETF

PRTO is positioned as a risk-aware growth solution that integrates portfolio protection directly into its investment process. Unlike traditional static allocation models, the ETF actively adjusts exposures using a rules-based framework intended to reduce downside participation during challenging market periods.

The strategy may serve as a complement to conventional portfolio allocations or as a potential equity alternative for more conservative investors seeking growth exposure with an emphasis on risk management. By systematically adapting to market trends, the ETF aims to balance participation in upside opportunities with efforts to preserve capital during periods of stress.

“As markets evolve and the global economy becomes seemingly less predictable, we believe that utilizing systematic processes to adjust portfolios and manage risk is essential,” said Nick Lumpp, founder and portfolio manager at RCN Wealth Advisors. “They can add a lot of value for investors looking to participate in the growth potential of markets while simultaneously limiting downside risk exposure. The dynamic adjusting nature of PRTO seeks to protect capital during times of market turmoil.”

About the Issuer

Founded in 2012, RCN Wealth Advisors is a fee-based registered investment advisor providing personalized financial planning, investment management, and tax and estate planning services. The firm focuses on building bespoke portfolios using systematic investment strategies tailored to individual client objectives.

With the launch of PRTO, RCN Wealth Advisors extends its disciplined, process-driven investment philosophy into the ETF marketplace, offering investors access to its adaptive allocation approach within a transparent and exchange-traded structure.

Please note this article is for information purposes only and does not in any way constitute investment advice. It is essential that you seek advice from a registered financial professional prior to making any investment decision.

For more information on the fund, please visit the fund’s website.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 1-888-808-2280. Read the prospectus or summary prospectus carefully before investing.

Investing involves risk. Principal loss is possible.

Bitcoin Investment Risks. The Fund’s indirect investment in bitcoin exposes it to the unique risks of this emerging innovation. Bitcoin’s price is highly volatile, and its market is influenced by the changing bitcoin network, fluctuating acceptance levels, and unpredictable usage trends.

Foreign Securities Risk. Investments in securities or other instruments of non-U.S. issuers involve certain risks not involved in domestic investments and may experience more rapid and extreme changes in value than investments in securities of U.S. companies.

Gold Investment Risks. The Fund’s indirect exposure to gold will subject it to significant risk due to the inherent volatility and unpredictability of the commodities markets.

Fixed Income Securities Risk. The Fund’s assets may include exposure to fixed income securities.

Derivatives Risk. Derivatives are financial instruments that derive value from the underlying reference asset or assets, such as stocks, bonds, or funds (including ETFs), interest rates or indices.

Models and Data Risk. The composition of the Fund’s portfolio is heavily dependent on investment models developed by the Sub-Adviser as well as information and data supplied by third parties (“Models and Data”).

New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions.

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