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The Tandem Fund

For investors seeking long-term capital appreciation. 

THE FUND

A concentrated portfolio of companies that have a history of growing earnings and dividends.

LITERATURE

Details about the investment objectives, risks, charges, expenses, and other important information are contained in the prospectus.

 

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What Makes Us Different

We partner with financial advisors to deliver a differentiated core solution that

aims to keep investors invested through all markets.

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The Philosophy

We believe our approach to managing money is understandable, relatable and makes sense to our clients.

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The Process

We seek to deliver a more consistent, repeatable, and less volatile experience than the market.

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The Partnership

We believe communication, accessibility, and high-touch service are key to building long-lasting relationships with our financial advisor partners.

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The investment objectives, risks, charges and expenses of the Tandem Fund ("the Fund”) must be considered carefully before investing. The prospectus for the Fund contains this and other important information about the investment company, and it may be obtained by calling 1-877-743-7820 or on this website. Please read it carefully before investing. ​

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Important Risk Information

 

The risks associated with the Fund are detailed in the Fund’s prospectus. Investments in the Fund are subject to common stock risk, sector risk, and investment management risk. The Fund’s focus on large-capitalization companies subjects the Fund to the risks that larger companies may not be able to attain the high growth rates of smaller companies. Because the Fund may invest in companies of any size, its share price could be more volatile than a fund that invests only in large-capitalization companies. Fund holdings and asset allocations are subject to change and are not recommendations to buy or sell any security. 

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We define a full-market cycle as a period of time, usually measured in years, that includes both ‘bearish’ markets (the market trends down) and ‘bullish’ markets (the market trends up).

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Performance quoted represents past performance.  Past performance is no guarantee of future results.

 

Distributed by Arbor Court Capital, LLC – Member FINRA / SIPC

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