Funds Top 10 Holdings:https://investjewishly.org/
Address: JLens
605 Third Avenue
9th Floor
New York, NY 10158
Email: info@jlensnetwork.org
Phone: 212-885-7870
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a Prospectus or Summary Prospectus with this and other information about the Fund, please call 855-427-7360 or visit our website at investjewishly.org. Read the prospectus or summary prospectus carefully before investing.
Investments involve risk. Principal loss is possible.
Large-Capitalization Companies Risk. Large-capitalization companies may trail the returns of the overall stock market. Large-capitalization stocks tend to go through cycles of doing better – or worse – than the stock market in general. These periods have, in the past, lasted for as long as several years.
Jewish Values Investing Risk. The Index considers JLens’ Jewish Value Pillars in its index methodology and may exclude otherwise profitable investments in companies which have been identified as being in conflict with JLens’ Jewish Value Pillars. The Index does not select constituents for inclusion in the Index on the basis of future anticipated performance or capital appreciation, similar to traditional market capitalization-weighted indexes.
Responsible Investing Criteria Risk. Because the methodology of the Index selects securities of issuers using responsible investing considerations, the Fund may underperform the broader equity market or other funds that do not utilize responsible investing criteria when selecting investments.
New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision.
The Fund is distributed by PINE Distributors LLC. The Fund’s investment adviser is Empowered Funds, LLC, which is doing business as ETF Architect. JLens serves as the Sub-advisers to the Fund. PINE Distributors LLC is not affiliated with ETF Architect and JLens. Learn more about PINE Distributors LLC at FINRA’s BrokerCheck.
The JLens ETFs are available through many brokerages including those below. Don’t see your brokerage listed? No problem. Simply search your current platform for the JLens funds you’re interested in.
The inclusion of these links is not an endorsement from any of these firms and does not represent a recommendation or solicitation to purchase or sell any securities. Additionally, the inclusion of these links does not represent an endorsement by JLens of any of these firms.
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As Managing Director, Ari leads the JLens team, overseeing the strategic direction of the organization and spearheads efforts designed to combat antisemitism and address Jewish communal concerns in the boardroom, workplace, and marketplace.
Before joining JLens in 2023, Ari held entrepreneurial and leadership roles in the medical cannabis industry, government, and financial sectors. As COO and Director at Goodness Growth Holdings, he scaled the company to a multi-state operator with 400 employees, and led its public offering. He was also the Founder and CEO of Fiorello Pharmaceuticals, later acquired by Green Thumb Industries. In his government role as NYC Deputy Comptroller, Ari oversaw the City’s $70 billion budget. Earlier, he served as Managing Director at Bear Stearns, which became part of JPMorgan Chase. Ari has also been deeply involved in the Jewish community, having served as the Senior Public Policy Fellow at Hillel International Center and as the President of the Riverdale Jewish Community Relations Council. Ari received an MBA in Finance from NYU’s Stern School of Business and a BA from Queens College.
Eric oversees JLens’ administrative, managerial, and operational functions and assists with strategic planning to achieve JLens mission. Prior to JLens, Eric was Chief Administrative Officer and General Counsel of a private company in New York City. Eric began his career over 20 years ago in investment management at JPMorgan and later worked as a corporate attorney at large law firms and as in-house counsel at a Fortune 100 company. Eric has a J.D. from Hofstra School of Law and a B.A. in political science from Hamilton College.
Dani oversees JLens’ investor advocacy and corporate research. Prior to JLens, Dani worked at Mercy Corps Ventures creating ESG impact metrics and scaling venture funds in Africa. Additionally, Dani has worked for a variety of organizations in the Jewish community focused on education and engagement in both the United States and Israel. Dani holds an MBA with a concentration on social impact and an MA in Jewish Professional Leadership from Brandeis University, as well as a BA in Public Health and Environmental Science from Brandeis University.
Jake manages JLens’ communications and development strategy, overseeing relationships with investors, donors and the Jewish community. Prior to JLens, Jake was Marketing Manager for UK Jewish Film. He has worked in nonprofit communications and development, primarily within the Jewish community, in the UK, US and New Zealand. Jake holds a Social Impact MBA and MA in Jewish Professional Leadership from Brandeis University, and a BA in Middle Eastern Studies and Hebrew from the University of Manchester.
Allison oversees JLens’ research initiatives and scoring processes. Allison comes to JLens from the international law firm of Orrick, Herrington & Sutcliffe, where she worked with the leadership teams of companies to conduct materiality assessments and write sustainability reports as part of the firm’s ESG consulting practice. Additionally, Allison has worked as an ESG ratings analyst at Institutional Shareholder Services, where she served as a specialist in the healthcare sector. Allison holds a BA in Economics and in Environmental Studies from Brandeis University.
Dr. Russell is a Senior Portfolio Manager for ETF Architect. Previously he was an Equity Portfolio Manager at Carson Group. He managed over $1.7 billion in assets across fourteen thousand accounts in this capacity. Before working in asset management, Josh worked on research grants for the Army, the Air Force, and NASA. Dr. Russell is a CFA charterholder. He earned a Ph.D. in Electrical and Computer Engineering and a Masters in Economics from the University of California, Santa Barbara.
Shealyn McGuire Sullivan is the Chief Compliance Officer for JLens. Her financial services industry career began more than 30 years ago in the Private Wealth & Investment Management division of State Street. Shealyn’s asset management and regulatory knowledge deepened over the years as a Massachusetts attorney and professional consultant for firms such as Cerulli Associates, Guidehouse (Navigant) Consulting, Barrington Partners, and FiSolve, LLC. Through her extensive work as a consultant, compliance professional and CCO, she has advised SEC-registered investment advisors and Boards/CCOs of a variety of investment vehicles (e.g., mutual funds, ETFs, hedge funds, BDCs, REITs), private equity/debt firms, family offices/wealth managers, investment banks, and OCC-regulated trust companies. Shealyn’s interest in faith-based investing extends to her personal life where she serves on the Board of the Sisters of St. Joseph Ministry Foundation/Investment Committee. Shealyn has a J.D. from Suffolk University Law School and a B.A. from the University of Notre Dame.
Rich currently serves as a portfolio manager for ETF Architect. Rich Shaner, CFA®, graduated from The University of Colorado in 2001 with a Kinesiology and Applied Physiology degree. Before ETF Architect, he was a fundamental stock analyst that managed a value portfolio within a family fund and traded equity options as a valuation and hedging strategy. Before this role, he worked on the floor of the Philadelphia Stock Exchange and spent several years as a market maker in equity options.