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STF MANAGEMENT

STF Management LP is an SEC registered investment advisor headquartered in Frisco, TX. Our team is comprised of a variety of industry professionals who have specific expertise in financial services including hedge funds, investment banks, insurance companies and asset management firms. The STF team has a dedicated focus bringing investment solutions to clients, leveraging their experience in product development, management and distribution.

Associated Speakers

Jonathan Molchan
Co-CEO & Portfolio Manager
Thomas Campbell
Co-CEO & Portfolio Manager

Past Speaking Events

  • Investing in a Fishbowl: Unlock Tactical Insights Now for Registered Investment Advisors
    May 11, 2023
    16:15 PM - 17:00 PM
    Webcast
    View Details

    Are you a Registered Investment Advisor looking to diversify your portfolio? Then you won't want to miss this upcoming webcast on portfolio diversification! This webcast will provide you with a comprehensive overview of the best practices for diversifying a portfolio. Not only will there be a presentation, but also an interactive Q&A session to ensure that you get the most out of your experience. It is important to get involved in the discussion, as this is an invaluable opportunity to learn from others in the field. By taking part in this webcast, you will be able to stay on top of the latest trends and strategies in diversification, allowing you to maximize returns and minimize risk. Invest in yourself and your future by joining this webcast - you won't regret it!

    • Learn the latest strategies to diversify portfolios and reduce risk
    • Understand the nuances of determining optimal asset allocation
    • Develop a greater understanding of the various asset classes available
    • Network with other Registered Investment Advisors and industry experts
    • Receive up-to-date insights on the markets and how to apply them

    Speakers: Thomas Campbell, Jonathan Molchan, Thomas Munster, and Bryan Smarch

  • Tactical Allocation with a 12% Yield: The Next Generation of Active ETFs
    September 15, 2022
    11:00 AM - 12:00 PM
    Webcast
    View Details

    Investors continue to seek income-producing investments. With rising interest rates, there is now more stress and volatility on traditional fixed income investments, increasing demand for alternative means of income generation.

    TUG and TUGN represent the new wave of solutions-based ETFs that merge tactical equity allocation and options-generated income into one portfolio. Investors can realize consistent monthly yield while still participating in market upside, all within a tax efficient

    ETF vehicle.

    With income products experiencing sustained losses, investors have a rare opportunity to capitalize on tax loss harvesting trades. Thomas Campbell and Jonathan Molchan, Managing Partners and Portfolio Managers at STF Management, discuss the core methodology and drivers to the TUG rule set and how this can provide solutions to the challenges of asset allocation.

    TUG – STF Management

    TUGN – STF Management

    STF Management Press Release: New ETF Issuer, STF Management, Launches First Two ETFs on the Nasdaq

    Exchange (prnewswire.com)

    • Why rules-based investing is critical in the current market environment.
    • How a tactical asset allocation strategy like TUG can be enhanced with an options overlay for monthly income.
    • Why alternative income sources are essential in a high inflationary environment.

    Speakers: Thomas Campbell and Jonathan Molchan

  • Next Generation of Solutions Based ETFs: Tactical Asset Allocation Combined with Income
    June 15, 2022
    13:00 PM - 14:00 PM
    Webcast
    View Details

    Investors continue to seek income-producing investments. With rising interest rates, there is now more stress and volatility on traditional fixed income investments — increasing demand for alternative means of income generation that can also provide a dynamic and tactical approach to asset allocation. 

    Solutions based ETFs have grown tremendously in recent years to meet this demand. In this webinar, Thomas Campbell, Managing Partner and Portfolio Manager at STF Management, discusses the unique, yet simple approach, he has built and developed to meet the asset allocation needs of clients. Additionally, Jay Gragnani, Head of Client Engagement at STF Management focuses on how this asset allocation approach can be delivered in a tax-efficient way to clients — while providing high, monthly income.

    TUG – STF Management

    TUGN – STF Management

    STF Management Press Release:

    New ETF Issuer, STF Management, Launches First Two ETFs on the Nasdaq Exchange (prnewswire.com)

    • Why rules-based investing is critical in the current market environment.
    • Learn how the TUG (Tactical Unconstrained Growth) methodology helps navigate equity volatility by toggling between equity and fixed income exposures.
    • Understand how the institutional adoption of the “TUG” methodology has increased over time.
    • Examine how a tactical asset allocation strategy, like TUG, can be enhanced with an options overlay for monthly income.
    • The ETF wrapper provides a tax-efficient vehicle to deliver income solutions for clients.

    Speakers: Jay Gragnani and Thomas Campbell