Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ advocating for early retirement through disciplined, tax-efficient investing [1] - He has a background in private credit and commercial real estate mezzanine financing, having worked as a business director at a large family office [1] - His experience includes working with high-net-worth and ultra-high-net-worth families across the U.S. and Asia, with significant time spent in China [1] - Brett is fluent in Mandarin Chinese and has served as a court interpreter, enhancing his ability to operate in business and legal settings [1] - He has collaborated with notable commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]

Core Insights - TappAlpha has achieved significant growth, surpassing $250 million in assets under management (AUM) within three months of reaching the $100 million milestone, driven by strong demand for its actively managed ETFs TSPY and TDAQ [3][4]. Company Overview - TappAlpha is focused on defining the Growth + Income investing category through innovative, tax-efficient strategies that are simple and transparent for investors [4][9]. - The company was founded in 2023 and aims to make investing accessible and actionable for everyday investors and advisors [9]. Product Offerings - TSPY, launched in August 2024, provides core exposure to the S&P 500 with a daily zero days to expiration (0DTE) covered call strategy to generate consistent, tax-efficient monthly income [4][5]. - TDAQ, introduced in September 2025, offers similar daily income strategies for the Nasdaq-100, allowing investors to benefit from tech sector growth while seeking consistent income [5]. - TappAlpha has partnered with Tuttle Capital Management to create the T² Lift™ Series, which offers leveraged versions of TSPY and TDAQ, designed to provide 30% more exposure to growth and income strategies [5]. Market Demand - There is a clear appetite among investors and advisors for new approaches to tax-efficient growth and income, as evidenced by the rapid increase in AUM [4][6]. - The firm is committed to expanding its platform with additional strategies in development to meet the evolving needs of investors [6].