Since the 1980's, companies throughout the United States have featured defined contribution plans to help employees fund their own retirement needs. While these plans have largely shifted the funding responsibility to the employee, employers have a fiduciary responsibility to provide a comprehensive plan with numerous investment choices.
At Roosevelt Investments, we are pleased that many companies and retirement record keepers have included the Roosevelt Multi-Cap Fund as a part of their investment selection.
For More Information
For more information on the Multi-Cap Fund, please visit www.rooseveltmcf.com or contact:
James C. Rogers, CIMA®, Managing Director
Nainesh Shah, CFA, Senior Securities Analyst
Steve Kleiner, CIMA®, Institutional Sales & Marketing Associate
Institutional Relationship Team
Tel: (646) 452-6733
institutionalrelationshipteam@rooseveltinvestments.com
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus here or by calling (877) 322-0576. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)
