Management
Alpha Fiduciary, Inc. is the investment adviser of the Fund and has responsibility for the management of the Fund's affairs, under the supervision of the Trust's Board of Trustees. The Adviser is a registered investment adviser controlled by Arthur T. Doglione. The Fund's investment portfolio is managed on a day-to-day basis by Curtis J. Anderson and Arthur T. Doglione. The Adviser provides investment management services to individuals, families, trusts, estates, pension and profit-sharing plans, and other entities.
Arthur Doglione
Mr. Doglione is the President and Senior Managing Director of the Adviser. Mr. Doglione has co-managed the Fund since its inception. Mr. Doglione founded the Adviser in 2006 as an Arizona corporation, and its address is 7010 E. Chauncey Lane Suite 130, Phoenix, AZ 85054. Mr. Doglione has a degree in finance, investments and portfolio management from Arizona State University. Prior to forming he Adviser he served as a Senior Managing Director of U.S. Fiduciary (2006 to 2007); a Senior Financial Consultant with Merrill Lynch (1992 to 2006); and a Senior Financial Consultant at Paine Webber (1988 to 1992).
Curtis Anderson
Mr. Anderson is a Managing Director of the Adviser. He is a is a Chartered Financial Analyst (CFA). Mr. Anderson has a Master of Business Administration degree from the University of Utah. Prior to joining the Adviser in 2013, he was a Senior Portfolio Manager with The StoneHarbor Group, LLC (2008-2013); an Executive Manager with Brahma Capital (2006-2008); the CEO of American Medibanc (2002-2006); a Senior Portfolio Manager of Founders Asset Management (1999-2001); and Senior Vice President of First Security Investment Management (1991-1999).
Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. You may obtain a prospectus on this website or by calling the transfer agent at 1-888-266-3996. The prospectus should be read carefully before investing.
The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate. An investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted. For the most recent month-end performance please call 1-888-266-3996. The Fund's total annual operating expense ratio is 1.74%.
Important Risk Information
An investment in the Fund is subject to investment risks, including the possible loss of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its objectives. The risks associated with the Fund, detailed in the Prospectus, include the risks of investing in exchange traded funds (ETFs). The Fund may invest in ETFs that carry the following risks: general market risks and equity securities risks. There also may be risks associated with the Fund’s investment in a specific sector, and non-diversification. The Fund may also engage in short-term trading to try to achieve its objective and may have portfolio turnover rates significantly in excess of 100%. The Fund uses futures contracts. Futures contracts may adversely affect the Fund’s net asset value and total return. The Fund’s use of futures contracts will have the economic effect of financial leverage. Financial leverage magnifies exposure to the swings in prices of an asset class underlying an instrument and results in increased volatility, which means the Fund will have the potential for greater gains, as well as the potential for greater losses, than if the Fund does not use instruments that have a leveraging effect.
Distributed by Arbor Court Capital, LLC - Member FINRA / SIPC