TrueMark Investments, LLC (TrueShares) operates as an innovator in actively managed exchange-traded funds (ETFs), offering targeted strategies for modern investors seeking exposure to asset classes including structured outcomes, income generation, volatility management, and thematic sectors; its flagship TrueShares Structured Outcome ETF series utilizes options-based "buffer protect" strategies on the S&P 500 Price Index, providing downside buffers of 8-12% (targeting 10%) against the index's first losses over rolling 12-month outcome periods with uncapped upside participation subject to strategy costs and fees, alongside collateral in U.S. Treasury bills and similar instruments; the lineup exceeds 25 ETFs, encompassing monthly series such as JANZ, FEBZ, MARZ, APRZ, MAYZ (Structured Outcome (May) ETF), JUNZ, JULZ, AUGZ, SEPZ, OCTZ, NOVZ, and DECZ, each resetting annually. The firm serves financial advisors, institutions, and individual investors focused on portfolio construction tools emphasizing transparency, liquidity, and tax efficiency in the defined outcome and active equity segments. TrueMark Investments maintains operations primarily in the United States, with over $1 billion in assets under management as of mid-2025.
Founded in 2019 and headquartered in Rosemont, Illinois, TrueMark Investments serves as the adviser for TrueShares ETFs, partnering with sub-advisers like SpiderRock Advisors for options overlay expertise in the Structured Outcome series and RiverNorth Capital Management for income strategies; it received corporate minority investment from RiverNorth, enhancing its ecosystem of collaborators.
In August 2025, TrueShares and RiverNorth completed the conversion of the 5-star rated RiverNorth Core Opportunity mutual fund into the RiverNorth Active Income ETF (ticker: CEFZ), marking the firm's first such mutual fund-to-ETF transition and expanding its active fixed income offerings with a closed-end fund-centric approach under RiverNorth as sub-adviser; this strategic shift underscores TrueMark's focus on ETF structure benefits like intraday liquidity and tax efficiency amid growing ETF AUM surpassing $17 trillion industry-wide.