Key Questions & Answers

CresAlta is wholly owned by AMG National Corp, a financial holding company, which also wholly owns AMG National Trust. CresAlta is a registered investment advisor with the Securities and Exchange Commission (SEC).

Such registration does not suggest that the SEC endorses CresAlta in any way.

CresAlta designs actively managed investment strategies as value-added additions to any asset allocation mix. With strategies that can be used as core and/or satellite positions, CresAlta helps add value to a diversified asset allocation mix.

CresAlta offers solutions for:

• Dividend income investing
• Global investing
• Quality investing
• Small & mid cap quality exposure
• Natural resources exposure
• Core value investing
• Diversification in increasingly concentrated markets

We offer actively managed equity strategies—including Small & Mid Cap and Global Dividend, Large Cap, Natural Resources and others—with the flexibility to expand across vehicle types (ETF/SMA) and asset classes over time.

CresAlta is different because of where it comes from—and what it is built to do. Most investment managers build products. CresAlta builds portfolio solutions based on a cohesive philosophy that blends business cycle dynamics, quantitative rigor, fundamental research, and decades of experienced judgment.

• Designed by wealth managers, for wealth managers — Our strategies originate from decades of real-world portfolio construction experience, solving for volatility, drawdowns, tax efficiency, and long-term outcomes.
• Built for use in an asset allocation framework — Each actively managed strategy is designed to fit cleanly into an advisor's asset allocation framework and further diversify equity allocations.
• Transparent, straight-forward investing approach — We focus on high-active-share strategies that provide genuinely differentiated equity investments.
• High conviction, direct security ownership — Our portfolios reflect our conviction in our security choices, which drives high active share—not diluted benchmark replication.
• Elevated, Disciplined and Decisive — Our approach is designed to preserve capital and take a steady approach to generating total returns that grow wealth over the long run.

CresAlta's approach is disciplined, intentional, and designed for longevity:

• Elevated growth over time — Focus on compounding wealth through investment in quality businesses and sustainable income.
• Concentration with purpose — High-conviction portfolios with high active share provide the potential for meaningful alpha—not benchmark mimicry.
• Tax-aware, cost-conscious implementation — CresAlta leverages ETF and SMA structures to manage portfolios with tax efficiency and competitive fees in mind.
• Enduring design — Our strategies are built to last—not to capture a moment in the market.

CresAlta exists to serve sophisticated advisors and investors—and to help improve their portfolios.

• Built for real portfolios — Strategies designed to improve volatility, drawdowns, and risk-adjusted returns when used alongside core holdings.
• True active management — High active share. No closet indexing. Just disciplined, high-conviction investing.
• Flexible implementation — Strategies available in ETF and SMA vehicles, with the ability to align vehicle choice with client needs.
• Clear role in asset allocation — Advisors can easily understand where CresAlta strategies fit—and how they add value as genuinely differentiated satellite positions.
• Enduring investment tools — Our ETFs and SMAs are designed as long-term building blocks, not short-term trades.
• Strong track record of success — Our disciplined approach has generated a strong track record across market cycles.

Leveraging CresAlta's strong track record and disciplined approach can help advisors provide:

• Improved diversification in a market increasingly dominated by a narrow group of large-cap stocks
• Enhanced income generation through global dividend exposure
• Better risk-adjusted outcomes through thoughtful satellite allocations
• Greater portfolio clarity with strategy components that have a defined purpose
• A disciplined alternative to trend-driven or overly engineered investment products

Ultimately, CresAlta enables advisors to deliver portfolios that are more intentional, more resilient, and better aligned with long-term client outcomes.

CresAlta's vision is to elevate the use of active management in asset allocation.

We believe active management should:

• Serve a clear role in asset allocation
• Deliver measurable improvements to portfolio outcomes
• Be understandable, repeatable, and durable

CresAlta is a conviction-driven investment manager strengthening the case for active management. Our goal is to build a suite of strategies that become foundational tools for long-term wealth creation—not products that come and go with market cycles.

The ETF landscape has expanded rapidly—but not always constructively. Many "active" ETFs rely on short-term themes, option overlays, and complexity designed to manufacture returns.

At the same time:

• Markets have become more concentrated
• True diversification is harder to achieve
• Advisors need solutions that integrate cleanly into portfolios

CresAlta addresses this gap:

• Purpose-built active ETFs — Designed from the perspective of portfolio construction, not product packaging
• Core-compatible satellite strategies — Complement traditional core holdings with differentiated exposures
• Tax-efficient and cost-aware — Delivering improved outcomes on an after-tax, after-fee basis
• Clarity over complexity — Advisors can understand exactly what they own—and why
• Multi-decade track record of success — Disciplined investing tested across market environments