Strive Asset Management

Strive Asset Management, LLC, established in May 2022, is a financial advisor firm based in Dublin, Ohio. The firm specializes in offering investment advisory services, including managing exchange-traded funds (ETFs), collective investment trusts (CITs), model portfolios, and direct indexing services. Strive is committed to shareholder primacy and aims to maximize long-run value for investors by focusing on excellence and shareholder proposals. The firm provides services to various clients, including individuals, trusts, charitable organizations, and ERISA plans. For ETFs, Strive charges a management fee based on assets under management, while for CITs, a flat investment management fee is applied. The firm also offers model portfolios that prioritize allocations to Strive ETFs and direct indexing services for enhanced customization and tax benefits. Strive engages in advocacy through shareholder proposals and public engagement to drive mission-aligned change in companies. Strive operates under a Code of Ethics to address conflicts of interest and has no disciplinary events to disclose. The firm does not pay fees for client referrals and maintains client accounts with a third-party custodian. Strive has discretionary authority over client investments and votes on client securities to maximize shareholder value. The firm's privacy policy ensures the security and confidentiality of client information. As of May 16, 2023, Strive managed approximately $663,313,107 in assets on a discretionary basis.