Amplius Aggressive Asset Allocation ETF
Cboe: AAAA
Listed July 16, 2025
Methodology
Amplius Asset Management (AAM) was founded by experienced investment professionals with deep roots in the wealth management industry. With a focus on individual investors, AAM emphasizes an asset allocationdriven framework as the foundation for long-term investment success.
Our investment philosophy is built on two core principles:
1. Asset allocation is the most important driver of sustainable, long-term returns.
2. Investor behavior is critical to realizing those returns over time.
AAM employs a disciplined, top-down investment process:
Step 1: Asset class selection (equities vs. fixed income)
Step 2: Sub-allocation (U.S. vs. International, Large Cap vs. Small Cap, Growth vs. Value, etc.)
Step 3: Security selection
The fund maintains predefined allocation ranges to support consistent investor behavior and enable long-term adherence to a capital appreciation strategy. To manage volatility and enhance risk-adjusted returns, the strategy may incorporate a defensive sleeve and a proprietary active duration overlay.
AAM leverages research from both large institutions and boutique firms to inform its asset class and security selection. The ETF is designed for investors seeking a tax-efficient, growth-oriented core holding with better downside characteristics than traditional all-equity strategies.
Why purchase this ETF?
This ETF is designed for investors seeking capital appreciation through a tax-efficient, growth-oriented core holding that offers broad diversification with less volatility than traditional all-equity strategies. Grounded in the belief that long-term success depends on an investors ability to stay the course, the fund incorporates volatility-limiting features to help deliver strong capital appreciation with a smoother, more durable investment experience.
Our belief is simple: the best investment strategy is the one investors can stick with.
Fund Objective
The Amplius Aggressive Asset Allocation ETF (the Fund) seeks capital appreciation.
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About Amplius Asset Management, LLC
Amplius Asset Management (AAM) was founded by experienced investment professionals with deep roots in the wealth management industry. With a focus on individual investors, AAM emphasizes an asset allocation–driven framework as the foundation for long-term investment success.
Our investment philosophy is built on two core principles:
1. Asset allocation is the most important driver of sustainable, long-term returns.
2. Investor behavior is critical to realizing those returns over time.
AAM employs a disciplined, top-down investment process:
- Step 1: Asset class selection (equities vs. fixed income)
- Step 2: Sub-allocation (U.S. vs. International, Large Cap vs. Small Cap, Growth vs. Value, etc.)
- Step 3: Security selection
The fund maintains predefined allocation ranges to support consistent investor behavior and enable long-term adherence to a capital appreciation strategy. To manage volatility and enhance riskadjusted returns, the strategy may incorporate a defensive sleeve and a proprietary active duration overlay.
AAM leverages research from both large institutions and boutique firms to inform its asset class and security selection. The ETF is designed for investors seeking a tax-efficient, growth-oriented core holding with better downside characteristics than traditional all-equity strategies. Our belief is simple: the best investment strategy is the one investors can stick