Return Stacked® Portfolio Solutions

Return Stacked® Portfolio Solutions is a St. Petersburg, Florida-based joint venture between Newfound Research LLC and ReSolve Asset Management, specializing in ETFs and model portfolios. We help investors unlock the benefits of diversification by layering alternative investments – such as Managed Futures – on top of existing stock and bond allocations. Our core innovation, Return Stacking, allows investors to achieve diversification without sacrificing their core holdings, creating more resilient and potentially higher-performing portfolios. We provide tools and resources to visualize and optimize your stack, empowering you to make informed investment decisions.

Return Stacking fundamentally changes the approach to diversification. Instead of simply adding new assets to an existing portfolio – a process that can lead to tracking error and client discomfort – Return Stacking builds on what you already have.

Our proprietary methodology, visualized through the Return Stacking Visualizer, demonstrates how stacking strategies like Managed Futures can enhance portfolio performance across various market conditions. We offer a range of ETFs and model portfolios designed to implement Return Stacking principles, providing investors with a clear and effective path to greater diversification and potentially improved outcomes.

Return Stacked® Portfolio Solutions is committed to transparency and education, offering resources like our Primer and Advisor Guides to help investors understand and implement Return Stacking effectively.