Siebert Financial Corp. announced a strategic partnership with Academy Asset Management on November 10, 2025, adding the Veteran Bond ETF (VETZ) to its Patriot Portfolio and launching co‑branded financial‑education initiatives for U.S. service members, veterans, and their families.
Under the agreement, VETZ will be incorporated into Siebert’s Patriot Portfolio and the two firms will collaborate on a podcast titled “Tactical Wealth,” a series of media segments, and a streaming‑network campaign that spotlights veteran‑owned companies linked to the ETF’s holdings.
VETZ is the first publicly traded ETF that primarily invests in loans to U.S. service members, veterans, their families, and veteran‑owned businesses. At least 80 % of its assets are loans to veterans or their families. Launched in 2023, the fund posted a 30‑day SEC yield of 6.17 % as of October 31, 2025, and earned a “B” grade in its category for September 2025.
Siebert’s partnership aligns with its existing veteran‑focused initiatives, notably the Siebert.Valor fintech platform launched in December 2024 and the acquisition of Guild Financial. The collaboration extends Siebert’s reach into the veteran community, reinforcing its brand differentiation and opening new revenue channels through the ETF’s distribution and educational content.
Mark Malek, Siebert’s Chief Investment Officer, said, “Adding VETZ to our Patriot Portfolio strengthens our commitment to veterans by providing them with a high‑yield investment that supports their financial future.” Seth Rosenthal, Academy’s Chief Investment Officer, added, “Partnering with Siebert expands the reach of VETZ and honors our shared mission to empower veterans, especially as we celebrate $1 billion in assets under management.” Kaj Larsen, President of Military Investing at Siebert, noted, “This partnership empowers veterans to participate in the financial markets and tells their stories to a broader audience.”
The partnership will culminate in a joint appearance at the New York Stock Exchange’s closing‑bell ceremony on Veterans Day, November 11, 2025, where both firms will ring the bell to commemorate the collaboration and Academy’s milestone of $1 billion in AUM. The deal is expected to generate new revenue streams for Siebert and enhance its positioning as a leader in veteran‑focused financial services.
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