TransWestern Capital Advisors is a federally registered investment adviser providing genuine partnership to bank management, directors, and shareholders in their quest to maximize long-term value and manage risk. Through our customized investment portfolio advisory services, we provide efficient and full-time management of this increasingly important and often challenging area of the balance sheet.
This material has been prepared and/or issued by TransWestern Capital Advisors, LLC for institutional investors only. Any investor should consult his/her TransWestern Capital Advisors, LLC representative regarding the suitability of the products mentioned herein and take into account his/her specific investment objectives, financial situation, or particular needs before he/she makes a commitment to purchase the Fund. Clients should consult the Fund prospectus and carefully consider the investment objectives, risks, charges, and expenses of the Fund before investing. Please contact TransWestern Capital Advisors, LLC at (303) 864-1213 to request a copy of the Fund prospectus. Please read the prospectus and Statement of Additional Information carefully before investing. Past performance is no guarantee of future results.
As with all mutual funds, there is the risk that you could lose money through your investment in the Fund. Risks include credit risk, interest rate risk, liquidity risk, management risk, market risk, and mortgage-backed securities risk. Please consult the Fund prospectus for a more detailed description of these risks. The Fund is not intended to be a complete investment program and many factors affect the Fund’s net asset value and performance. Shares of the Fund are not deposits or obligations of any bank, are not guaranteed by any bank, and are not insured by the FDIC or any other government agency. This document is for informational purposes only and it should not be regarded as an offer to sell or as a solicitation of an offer to buy the securities or the other instruments mentioned in it. No part of this document may be reproduced in any manner without the written permission of TransWestern Capital Advisors, LLC. We do not represent that this information, including any third party information, is accurate or complete, and it is subject to change without notice. All rights reserved. V.1.2013.