ARK Questionnaire

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Recommended Resources!

Quarterly Update

Q4 2022 Fund Webinar

Broad-based global equity indexes appreciated in the fourth quarter, even as investor sentiment continued to deteriorate. Fear of the future is palpable these days, but historically crisis has created opportunities. According to the latest BofA Fund Manager Survey, cash levels are at their highest since the 9/11 crisis in 2001, and investors are overweight bonds for the first time since April 2009.

Quarterly Update

Why Innovation Is Key to an Equity Portfolio

In our final episode this season, ARK Client Portfolio Specialist, Dan White is again joined by ETF Trends CEO, Tom Lydon, and CIO, Dave Nadig to discuss why we believe innovation is key to an equity portfolio. Listen in as we examine how to best understand standard deviation, volatility, risk and how adding innovation could impact one's portfolio.

This questionnaire is not designed to determine investor suitability and is for informational purposes only. Results should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Benefits may vary from fund to fund. Please consult your financial adviser for more information concerning your specific situation. The ARK funds may be more volatile than broad market averages and other traditional public equity funds. Investors should carefully consider the investment objectives, risks, and expenses of any investment solution before investing.

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