Breaking the mold: ETFs that think differently
We don’t blindly follow Wall Street’s favorite narratives. We question them. When the hype cycle distorts reality, we cut through the noise. When conventional wisdom goes unchallenged, we take a second look. The result? ETFs built for investors who think independently.
THE H.E.A.T. FORMULA
Markets aren’t static, so why should your investments be? Our H.E.A.T. Formula uses insights to navigate an evolving financial landscape—seeking out emerging themes, sector rotations, and market inefficiencies.
FINANCE NEEDS DISRUPTORS—NOT GATEKEEPERS
Many ETFs are built to scale.
Ours are built to solve problems.
For too long, the financial system has served the same elite institutions while everyday investors are left with cookie-cutter portfolios. The industry recycles the same talking points, the same strategies, the same pundits—often without accountability.
We reject that status quo. Our ETFs are designed for those who don’t just accept the mainstream narrative—they question it. They look beyond surface-level analysis. They demand better.
The next generation isn’t asking, “How do I fit into the old system?” They’re asking, “How can I invest smarter?”
Matthew Tuttle doesn’t follow Wall Street’s rules.
He rewrites them.
As the CEO and renegade behind Tuttle Capital Management, Matt built his reputation on doing what the big firms won’t — questioning the default, torching the outdated, and creating tools for investors who refuse to settle for average.
With over two decades of experience and zero tolerance for Wall Street’s cookie-cutter advice, Matt and his team have turned the ETF space upside down. From launching headline-making funds like the Inverse Cramer ETF to developing the revolutionary H.E.A.T. Formula — a four-pillar system designed to outthink, outmaneuver, and outperform the old guard — Tuttle Capital has become a refuge for independent investors who like insight over “one-size-fits-all” options.
While Wall Street was repackaging and recycling the same tired 60/40 playbook from 1952, Matt was busy re-engineering the antidote.
Hedge. Edge. Asymmetry. Themes.
Question everything. Play to win. Leave the herd behind.
Other Team Members
Mike brings over 30 years of experience and a unique career portfolio; specializing in Portfolio Management, Trading, Options Strategy, Treasury, Funding, Risk Management, and Business Function Optimization. He is known for bridging gaps across investment and operational disciplines and enabling a distinct investing process and a unique strategic perspective. From 2020 to 2023, Mike served as PM of a Special Situations/Event-Driven strategy at Jefferies. Prior to that, he spent 15 years at Taconic Capital Partners, holding roles such as Director of Treasury/Portfolio Finance, Trader, and Co-Portfolio Manager. Earlier in his career, Mike held roles in Portfolio Finance at Citadel and HBK, building on foundational sell-side funding experience in Delta One and Stock Loan roles at Nomura and Bear Stearns. Before joining Tuttle, Mike founded Incremental Alpha Consulting, where he advised asset managers by leveraging his broad expertise across various front-office and back-office functions.
Peter has over 25 years experience in the financial industry, working in buy-side and sell-side capacities at firms such as Citigroup, UBS, WR Hambrecht, Wunderlich Securities and Virtus ETF Issuer Solutions. He has a degree in Accounting and Operations Information Management from University of Scranton (1997).
William Fow is a seasoned financial services professional with over two decades of industry experience. He has held leadership roles at prominent firms such as Invesco, Deutsche Asset Management, and SafeGuard Asset Management, focusing on sales strategy, mutual fund distribution, and relationship management. William earned his bachelor’s degree from Fairfield University, where he studied business administration and political science.
Alexander is a graduate from the University of Missouri. He has previously interned at Cambria Investment Management, Great Plains Capital Partners, and Ceres AIG Alternate Investment Group.
Kyle is a senior financial executive with over 25 years of experience building, leading, and transforming global finance and operations teams across the financial services, FinTech and investment management industries. Most recently, Kyle was a Managing Director and Head of Fund Finance and Operations for Evergreen/Semi-Liquid Funds at iCapital, where he built and scaled open-end fund AUM from $2 billion to over $50 billion, while building and leading cross-functional teams in the U.S., Europe, and Asia. His clients and partners included leading global institutions such as Blackstone, Millennium, BlackRock, Apollo, KKR, Carlyle, Blue Owl, Brookfield, Morgan Stanley, Merrill Lynch, UBS, and Bank of Singapore. Previously, Kyle served as CFO, COO, and capital-raising advisor to multiple alternative investment firms, providing end-to-end oversight of operations, accounting, fund structuring, tax, investor relations, capital raising, IT, and compliance. Kyle holds an MBA with Distinction from NYU’s Leonard N. Stern School of Business and a B.A. in Economics from Dartmouth College.
Brian is a marketing and finance professional with extensive experience in ETF marketing, content strategy, advertising, and research. He previously led marketing efforts at another ETF issuer and has been featured in publications such as Business Insider and Seeking Alpha. He holds a Master of Studies in Law from the University of Southern California and a B.S. from the University of Minnesota where he was the Quarterback Manager for the Gopher Football team.
Chris Meek is a seasoned managing director with a 25+ year record of guiding top financial services and information firms to new heights in sales, securities, and asset management. He’s led global relationship management at S&P Global, spearheaded institutional ETF initiatives at State Street Global Advisors, and spent 16 years at Goldman Sachs trading equity derivatives and managing multi-billion-dollar portfolios. Chris brings a unique blend of C-suite experience, entrepreneurial mindset, and deep regulatory knowledge—driven by a commitment to culture, client success, and innovative solutions. Beyond the boardroom, he’s co-founded philanthropic organizations such as SoldierStrong, served on university advisory boards, and coached Little League to serve his community. Chris holds a Doctorate in Organizational Change and Leadership from the University of Southern California, an MBA from Pace University and both an MPA and BA from Syracuse University.
Nick Minter is a wealth manager and buy-side analyst with a strong background in portfolio management, financial consulting, and client relationship development. Previously, Nick held roles as a Buy-Side Analyst at Satori Strategies, where he supported innovative investment approaches by leading research and executing trades designed to capture opportunities in volatile markets, JPMorgan Chase as a Private Client Banker, where he advised high-net-worth clients on tailored banking, lending, and investment solutions, and at Equitable Advisors, where he specialized in personalized financial planning, investment strategies, and risk management. Nick holds Series 7, 63, and 66 licenses, as well as New York insurance credentials, and is proficient in advanced financial tools including Interactive Brokers (IBKR) and Microsoft Excel. He earned his Bachelor of Science in Finance from Elon University, where he also competed as a varsity baseball student-athlete.
Pat has a variety of experience on the buy and sell side, having worked for Merrill Lynch, UBS and variety of family offices. Pat was a founder or early employee at several startups, most recently, marketGOATS. He has a degree in Economics from the University of Minnesota.
Andrew is a seasoned trading professional with extensive experience in ETFs and capital markets. He began his career on the floor of the New York Stock Exchange and went on to build the institutional block trading desk at TD Ameritrade, later serving as Head Trader for five years. Andrew also served as Head of Exchange Traded Products at TradeStation before moving to Cantor Fitzgerald’s ETF market-making desk. Before joining Tuttle Capital Management, he was a Portfolio Manager at Rocky Mountain Private Wealth Management. Andrew holds a B.S. in Economics from Lehigh University and has served as a board member and secretary of the Dallas Securities Traders Association. He currently serves as Secretary and Board Member for the RM Opportunity Trust.
Murray joined Tuttle Capital Management in 2019. He has a BA in Business Administration, with a concentration in Finance, from Central Penn College (2016), and an MA in Business Leadership, with a concentration in Small Business, from Carolina University, formerly Piedmont International University (2018).
Matt is a business development professional with over a decade of experience spanning the investment, tax, and accounting industries. He has led professional development for a national network of financial advisors and driven a CPA firm to more than double its size through strategic sales growth, client relationship management, and operational enhancements. With a background in business management and entrepreneurship from Pittsburgh Technical College and the University of Nevada, Matt has built a track record of helping financial professionals succeed in both remote and in-person settings.
Nancy began working in the financial industry in 2002 with PRIMUS Financial Services and Ford Motor Credit Company and has vast experience in operations and business leadership working with startups such as CPAPlus Network and most recently Reeder CPA Group. She taught in the Greenville County School District in Greenville, South Carolina from 1989 – 2001. She earned her Bachelor of Science degree in Education from Bowling Green State University in Ohio (1988).
Jeremy Vreeland is an options, equities, and futures trader with seven years of experience. He is also an author and live market mentor with an affinity for helping others improve their trading skills. Jeremy has been an author, content creator, and moderator for the Bullish Bears since 2020. Aside from this endeavor, Jeremy enjoys making memories with his family and friends.
