The Return Stacked® Bond and Merger Arbitrage ETF (RSBA) offers a novel solution to fixed income diversification through Return Stacking, allowing investors to maintain Treasuries exposure while capturing merger-arbitrage returns. This innovative approach eliminates the traditional trade-off of selling existing positions to add alternative strategies. In an environment of tight credit spreads, RSBA provides advisors a sophisticated tool to enhance portfolios without disrupting core allocations or client comfort levels.
JTC combines global reach with personalized service, offering financial advisors access to the trust services industry’s most favorable jurisdictions while delivering relationship-focused administration. With deep expertise across borders and an independent approach, JTC helps advisors navigate both traditional wealth transfer challenges and emerging planning complexities for their most sophisticated clients.