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PMFM Funds

In a rapidly changing investment world, serious investors know that the one constant is the need for a strategy that can adapt to market advancements. Among the more significant recent changes is the development of Exchange Traded Funds, or ETFs, which offer a compelling way for PMFM to implement our tactical allocation management strategy. PMFM has launched two publicly traded mutual funds: the PMFM Managed Portfolio Trust and the PMFM Core Advantage Portfolio Trust. In these Trusts, PMFM applies the same tactical asset allocation strategies as we have used in the past in managing separate account portfolios.

See Greg Morris, Senior Portfolio Manager, discuss PMFM Managed Portfolio Trust (ETFFX) in an interview on CNBC on Oct 30, 2008

See Greg Morris, senior portfolio manager, discuss strategy and performance of the PMFM fund family on Bloomberg on April 1, 2008

About PMFM

Financial Professionals | Fund Manager | Investment Philosophy

An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available by calling Shareholder Services at (866) 383-7636. The prospectus should be read carefully before investing. The Funds are distributed by Ultimus Fund Distributors, LLC.


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