Archer Balanced Fund

The Archer Balanced Fund employs a total return strategy focusing on asset allocation as this method has proven to be an integral part of a portfolio’s return.

 

The Fund aims to outperform the Dow Jones Moderate Index with less volatility by investing in stocks and bonds at various percentages depending upon market conditions.

Archer Stock Fund

The Fund seeks to maximize capital appreciation by investing in the most attractive equity investment opportunities regardless of company size, sector, industry, or country domicile.

Archer Income Fund

A diversified income fund that seeks to maximize current income, consistent with the preservation of capital.

 

The first rule of a fixed income investor is to work to ensure the return OF investment before worrying about the return ON investment.

Archer Dividend Growth Fund

The Fund seeks to create a return on capital through dividends and distributions by investing in companies that have a history of paying dividends to shareholders. 

 

The Fund aims to outperform the Morningstar Dividend Yield Focus Index over time through dividends and capital appreciation.

Archer Focus Fund

The Archer Focus Fund seeks consistent, long-term capital appreciation by investing in industry-leading companies with sustainable competitive advantages.

 

The Fund aims to outperform the S&P 500 over time.

Archer Multi Cap Fund

The Archer Multi Cap Fund seeks capital appreciation through a blended active and passive investment approach and offers investors a diversified US equity portfolio in a single fund.  Under normal circumstances, the Fund will hold up to 75 equity positions split between small-, mid-, and large-cap, US companies.

 

The Fund aims to outperform the S&P 500 over time.

Documents

Annual Report

Semi-Annual Report

Prospectus

Statement of Additional Information

*If you would like past documents, please give us a call at 800-581-1780, or send us a message HERE.

Family values.

Focused investing.