MIA Welcome

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Name*

First NameLast Name

Phone Number*

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Email*

example@example.com

Preferred contact method*

What investable assets do you currently have available to invest?*

Under $100,000$100,000+

Are you currently working with a financial advisor or wealth management professional for your investments?*

YesNo

What are your primary financial goals?*

What is your expected timeframe for achieving these goals?*

Less than 5 years5-10 years10-20 yearsMore than 20 years

How would you react to a significant short-term loss in your portfolio?*

Sell all investmentsSell a portion of investmentsHold investmentsBuy more investments

What level of loss in your portfolio would make you uncomfortable?*

1-5%5-10%10-20%More than 20%

What type of account do you expect to open?*

Which strategy or strategies would you like to hear more about?*

Made in AmericaChristian ValuesLiberty and SecurityEnergy and Essential Services

MADE IN AMERICA | LARGE CAP CORE

Made in America is a high-conviction, rules-based strategy that invests in U.S. companies we believe to be driving the next wave of industrial and manufacturing growth. By focusing on domestic production, workforce expansion, and technological innovation, the strategy identifies firms we believe are aligned with America's economic renewal and spirit. By leverage proprietary data and algorithms, it aims to target companies reshaping industrial production and strengthening national resilience.

CHRISTIAN VALUES | LARGE CAP CORE

Going beyond the simple exclusion of prohibited industries by seeking companies that foster what we believe are appropriate cultures and practices. Corporate policies, decisions, communications, ethical standards, and behavioral patterns are carefully reviewed to ensure alignment with Christian values. Our approach emphasizes investing in businesses that reflect integrity and uphold principles consistent with faith-based values.

LIBERTY AND SECURITY | GLOBAL CORE

In an increasingly complex world, patriotic investors are taking a more discerning approach to where they allocate capital. Intentionally avoiding companies that support adversarial interests and instead focusing on those that contribute to U.S. strategic objectives and the security of trusted partners. This includes firms engaging in the Department of Defense’s list of critical and emerging technologies, ranging from advanced manufacturing & energy storage to artificial intelligence & microelectronics. We look to emphasize businesses that strengthen security, uphold the sanctity of contracts, respect human rights, and safeguard global trade, particularly those recognized as vital to national and allied interests

ENERGY AND ESSENTIAL SERVICES | SPECIALTY

Providing investors with access to what we believe are the backbone of modern infrastructure and essential services. Ranging from energy independence, utilities and water to data centers, satellites, semiconductors, and telecommunications. These assets are fundamental to a prosperous economy, generating consistent demand and supporting potentially reliable long-term investment outcomes. By carefully identifying and concentrating on what we believe to be the most successful operators, the strategy delivers potentially efficient exposure to a critical sector of enduring importance.

Is there anything else you would like to share with the team?

Index Technologies Group LLC ("ITG") is a registered investment advisor, offering investment strategies including SuperDex. This content is intended to provide general informatioon about SuperDex. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies, and to be able to contact us for further information.