Investment Strategy
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Archer Growth Fund (ARWG) (.85% Net Expense Ratio) is built for investors who want long-term growth supported by real-world economic insight. The strategy targets companies with rising earnings expectations—businesses demonstrating positive technical indicators—while integrating practical tax awareness and direct visibility into business performance. This combination allows the fund to uncover growth opportunities that traditional large-cap or broad-market ETFs may overlook, particularly within small- and mid-cap companies. Designed as a satellite allocation of 5–20% within a diversified portfolio, ARWG gives investors a grounded, research-driven way to pursue enhanced capital appreciation while maintaining a clear understanding of the risks and volatility inherent in growth investing.

Characteristics

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• A systematic investment process based entirely on measurable improvement.
   

• Diversification across sectors and industries.
   

• Dynamic, rules-based rebalancing to capture new leaders as revisions evolve.
   

• Use of forward-looking data instead of backward-looking financial metrics.