San Diego, CA – Counterpoint Funds, LLC (“Counterpoint”) today announced a strategic relationship with LPL Financial, providing the firm’s exchange-traded funds access to LPL’s ETF No Transaction Fee (NTF) Sponsorship Program beginning April 1, 2026. The program will include Counterpoint’s ETFs, CPAI and HYTR, and will make them available to LPL-affiliated financial advisors without transaction fees on LPL’s Strategic Asset Management (SAM) and Strategic Wealth Management (SWM) advisory platforms.
“We’re excited to join LPL’s NTF program and expand access to Counterpoint ETFs for advisors nationwide,” said Daniel Krause, Partner and Head of Sales at Counterpoint. “Eliminating trading costs and broadening distribution through LPL’s advisor network underscores our commitment to delivering diversifier strategies designed to help advisors manage risk with the potential of enhancing long-term portfolio outcomes for their clients.”
This relationship further strengthens Counterpoint’s ability to engage with LPL’s broad and growing advisor network.
About Counterpoint Funds, LLC
Counterpoint Funds is a defensive, systematic and research driven mutual fund and ETF provider managing over $3 billion in assets as of September 2025. Counterpoint is focused on offering defensive fixed income and equity diversifier strategies designed to drive portfolio performance over the long-run. Counterpoint’s mutual funds and ETFs employ artificial intelligence (A.I.) driven quantitative investment strategies that base asset allocation and security selection decisions on academic research, statistical analysis and machine learning. Counterpoint Funds, LLC, is located at: 12770 High Bluff Drive, Suite 380, San Diego, CA 92130. Tel: 844-273-8637
NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE
Contacts
Counterpoint Funds
John Held, VP of Marketing
+1 (858) 859-8815
press@counterpointfunds.com