Business & Finance
Business and Finance
Business and Finance
Tue, June 29, 2010 TD Ameritrade and Vanguard Add The Thesis Flexible Fund to Their Mutual Fund Platforms
NEW YORK--([ BUSINESS WIRE ])--Thesis Fund Management, a New York based registered investment advisor, today announced the availability of The Flexible Fund (Trading Symbol: TFLEX) on two additional mutual fund platforms: TD Ameritrade (Nasdaq: AMTD) and Vanguard. These platforms, in addition to the wide array of mutual fund platforms that already offer The Flexible Fund, including Fidelity and Charles Schwab (NYSE:SCHW), further facilitate the availability of a no load alternative strategy mutual fund that may be ideal for financial advisors looking to help their clients diversify their portfolios.
"This type of investment provides diversification and has a lower correlation to the equity markets, enabling financial professionals to use it within a portfolio to help create a better risk adjusted model for their clients."
aGiven the economy and recent market volatility, many investors and financial advisors are looking to effectively manage risk. The Flexible Fund offers every investor and financial advisor access to the same type of sophisticated investment strategies that hedge funds use, in a regulated, no load mutual fund format without the lock-ups, performance fees or K-1a™s of traditional hedge fund investing,a said Stephen Roseman, chief executive officer of Thesis Fund Management and portfolio manager of the Flexible Fund. aThis type of investment provides diversification and has a lower correlation to the equity markets, enabling financial professionals to use it within a portfolio to help create a better risk adjusted model for their clients.a
The Flexible Fund, which launched on March 1, 2010, is not limited to just one asset class and one investment style. The Flexible Fund brings the world of mutual funds and hedge funds together, giving investors the multi-strategy investment approach typically found in hedge funds with the daily pricing, liquidity, and transparency of a mutual fund.
The Flexible Fund is managed by the team at Thesis Fund Management which was established specifically to bring alternative strategies to mutual funds and the investing public. Investors can learn more about the Flexible Fund by visiting [ www.TheFlexibleFund.com ].
An investora™s shares, when redeemed, may be worth more or less than their original cost. Foreign investments present additional risks due to currency fluctuations, economic and political factors, lower liquidity and other factors. There are also risks associated with small and mid-capitalization issues such as market illiquidity and greater market volatility than larger capitalization issues. Short sales are speculative transactions and involve special risks, including that the funda™s losses are potentially unlimited. Diversification does not guarantee a profit, nor does it protect against loss.
Important Disclosures:
Please consider the funda™s investment objectives, risks, charges and expenses before investing. The prospectus, that contains this and other information about the Fund is available by calling 1.877.7.THESIS or by visiting The FlexibleFund.com and should be read carefully prior to investing.
The Thesis Flexible Fund is distributed by Grand Distribution Services, LLC,
803 W. Michigan St. Milwaukee, WI 53233
