Our Story — CapForce

Our Mission: Investing Greatness

Turning Evidence Into Action

At Capital-FORCE, our mission is to make evidence-based growth investing truly usable for real people—standout investment advisors, their clients, and knowledgeable and curious investors. We do that by turning a clear, rules-driven process into transparent ETFs that fit naturally inside real-world portfolios and client conversations.

We exist to bridge the gap between institutional-quality research and the day-to-day realities of advising families. That means building strategies that are disciplined, explainable, and practical—not just clever ideas on paper.

Intellectual Honesty

We debate ideas with data, not ego. Every decision is rooted in observable evidence and honest assessment.

Operational Discipline

We document, refine, and consistently apply our processes—because discipline inside our walls drives discipline in our products.

Long-Term Courage

Like our bison, we face into the storm. We ask how decisions will feel three years from now, not three weeks.

Client-First Thinking

We consistently ask: does this honor the trust clients and advisors place in us? That question shapes every product we build.

Mark MacArthur

Founder & CEO

Edward Keiley

Chief Compliance Officer

DavidPartain

David Partain

Brand & Distribution

David Ryan

Portfolio Strategist

Our History

Four Paths, One Mission

Three careers in portfolio management, compliance, product design, and advisor communication—all running in parallel across firms like First Trust, Invesco PowerShares, Northern Trust, and a variety of fund complexes. Along the way, Mark stepped out of the home-office world to become an RIA in California, sitting on the same side of the table as the advisors Capital-FORCE serves today. That experience reshaped everything: products have to be practical, explainable, and built for the realities of client conversations.

Investing involves risks. Principal loss is possible. The Fund's return may not match the return of the Index. Along with general market risks, an ETF that concentrates its investments in the securities of a particular industry, market, sector, or geographic area may be more volatile than a fund that invests in a broader range of industries. Additionally, the Fund may invest in securities that have additional risks. Foreign companies can be more volatile, less liquid, and subject to the risk of currency fluctuations. This risk is greater for emerging markets. Small- and mid-cap companies can have limited liquidity and greater volatility than large-cap companies. Also, ETFs face numerous market trading risks, including the potential lack of an active market for Fund shares, losses from trading in secondary markets, periods of high volatility and disruption in the creation/ redemption process of the Fund. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. ETFs are bought and sold at market price and not individually redeemed from the fund. Brokerage commissions will reduce returns.

Concentration Risk. To the extent that the Index concentrates in the securities of issuers in a particular industry or sector, the Fund will also concentrate its investments to approximately the same extent.

Emerging Markets Risk. Emerging markets are generally more volatile than markets of more developed countries and may be more likely to experience inflation risk, political turmoil and rapid changes in economic conditions than more developed markets.

Growth Stocks Risk. Growth stocks may be out of favor or may not produce the best results over short or longer time periods.

New Fund Risk. The Fund is a recently organized investment company with limited operating history. As a result, prospective investors have a limited track record or history on which to base their investment decision.

Passive Investment Risk. The Fund invests in the securities included in the Index regardless of their investment merit.

Small- and Mid- Capitalization Company Risk. Generally, small- or mid-capitalization companies, which are often less seasoned, have more potential for rapid growth.

Liquidity Risk. Investments in securities that are difficult to purchase or sell (illiquid or thinly-traded securities) may reduce returns if the Fund is unable to sell the securities at an advantageous time or price or achieve its desired level of exposure to a certain sector.

Non-Diversification Risk. The Fund is classified as a "non-diversified company" under the 1940 Act.

The "IBD®" mark and logo have been licensed to the Adviser by Investors Business Daily, LLC ("IBD") for use in connection with the Fund under certain circumstances. The Fund is not sponsored, endorsed or sold by IBD. IBD makes no representation regarding the advisability of investing in the Fund. The Investor's Business Daily® mark and associated logos are used with permission by IBD.

Shares are bought and sold at market price, not net asset value (NAV), and are not individually redeemable from the fund. NAV represents the value of each share's portion of the fund's underlying assets and cash at the end of the trading day. Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the exchange where fund shares are listed.

Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

The Funds are distributed by Foreside Fund Services, LLC.

The Fund's investment objectives, risks, charges and expenses should be considered carefully before investing. The prospectus and summary prospectus contain this and other important information, and it may be obtained at capforceetf.com. Read it carefully before investing.