Fund Objective

To deliver total return through a combination of current income and capital appreciation by investing in a global portfolio comprised of carefully selected, institutional-quality publicly traded REITs and other real estate securities.


Fund Objective

The Fund’s primary investment objective is capital appreciation. By combining a domestic long equity core position with risk mitigation strategies, the Fund seeks to manage risk during significant equity market downturns and thereby enhance returns.

 

Fund Objective

The Fund’s primary investment objective is capital appreciation. By combining a long emerging markets equity core position with risk mitigation strategies, the Fund seeks to manage risk during significant equity market downturns and thereby enhance returns.


 

Fund Objective

To provide attractive long-term risk adjusted returns relative to traditional financial markets while providing an income component through quarterly dividend distributions. The fund seeks to achieve this objective through a diversified portfolio of underlying strategies and asset classes.


 

Fund Objective

Invests primarily in energy-related master limited partnerships (MLPs), engaged in the transportation, storage and processing of natural resources. The Fund seeks to meet the needs of investors looking for an investment vehicle with the potential for income and capital appreciation. In identifying investment opportunities, emphasis is placed on seeking stability and growth of distributions.


 

Fund Objective

To seek to achieve attractive long-term risk-adjusted returns relative to traditional financial market indices.  The fund seeks to deliver the return streams of Global Macro hedge funds across a variety of assets and strategies such as: CTA/Managed Futures, equities, fixed income, commodity, currency, etc. 


 

Fund Objective

To seek to provide high current income. The fund’s secondary investment objective is to seek capital preservation, with the potential for capital appreciation. The fund seeks to achieve its investment objective by investing, under normal market conditions, primarily all of its assets in strategies, including, but not limited to, hedged and long-short strategies, which utilize fixed income and fixed income-related securities.


 

Fund Objective

The fund employs a multi-asset, multi-strategy investment program that seeks to replicate the asset allocation programs of successful family offices. The fund seeks to deliver total return through capital appreciation and/or income, consistent with a reasonable level of risk, by investing in a diversified portfolio which tracks the asset allocation weightings of successful family offices.


 

Fund Objective

The fund seeks long-term risk-adjusted returns relative to traditional financial market indices and to provide investors with a total alternative allocation vehicle that attempts to replicate how institutions invest without the complexity and expense. The fund seeks to achieve its investment objective by attempting to outperform the returns of the global hedge fund composite universe. Included in the universe are hedge fund strategies such as equity hedge, event-driven, macro, and relative value. The fund generally invests in a variety of strategies, including international and emerging markets, global equities, global fixed income securities, currencies, commodities and rates, such as interest rates and measures of volatility.


 

Fund Objective

The fund seeks attractive long-term risk-adjusted returns relative to traditional financial market indices. The fund attempts to provide investors with a relative value alternative allocation vehicle by attempting to identify and capitalize on valuation discrepancies between related financial instruments rather than on the direction of the general market.


 

Fund Objective

The fund seeks attractive long-term risk-adjusted returns relative to traditional financial market indices. The fund seeks to deliver the return streams of hedged equity funds that typically involve establishing both long and short positions in equity or equity-linked instruments.


 

Fund Objective

The fund seeks attractive long-term risk-adjusted returns relative to traditional financial market indices. The fund attempts to provide investors with an event-driven alternative allocation vehicle by investing in securities of companies on the basis that a specific event or catalyst will affect future pricing.


 

Fund Objective

The fund seeks attractive long-term capital appreciation. The fund generally invests in a group of exchange traded funds (ETFs), exchange traded notes (ETNs), and/or money market funds and uses a proprietary, rules-based approach to global asset allocation.


 

Fund Objective

The fund seeks to provide a high level of risk-adjusted current income and capital appreciation; capital preservation is a secondary objective.