Michael B. Patrick

Disclosure

Investing involves risk, including possible loss of principal. Past performance or success of any professional does not guarantee future results for the Fund.

Before investing, carefully consider the fund’s objectives, target, risks, fees, and expenses. Prospective investors should consult with a tax, legal, and/or financial adviser before making any investment decision.

The strategies presented are for educational and illustrative purposes only and should not be considered as a recommendation, offer, or solicitation to buy or sell securities or adopt any specific investment approach. No assurance is given regarding the effectiveness of the discussed strategies, and actual results may vary. It is crucial for individuals to exercise caution, conduct thorough research, and seek professional advice before making any investment decisions.

Diversification, while a useful strategy, does not guarantee investment returns and does not eliminate the risk of loss. Spreading investments across various options and asset classes may aid in reducing overall volatility.

Real estate investment trusts (“REITs”) are subject to changes in economic conditions, credit risk, and interest rate fluctuations.

Participation in all investments is limited to a specific number of investors with a minimum capital requirement to uphold exceptional service standards. Such stringent criteria naturally limit our capacity. Consequently, the availability of participation in investment funds is restricted and limited. To learn more about the availability to participate in specific investment products, contact your financial advisor to learn more about BlueCrown’s funds.

Payments to Broker/Dealers and Other Financial Intermediaries

Certain fees may apply from your financial institution for providing services to the overall fund and program. These payments may create a conflict of interest by influencing the Financial Intermediary and your individual financial professional to recommend the Fund over another investment. Ask your individual financial professional or visit your Financial Intermediary’s website for more information.

Important Information

The information provided on this website is intended for informational purposes only and should not be considered investment advice, a recommendation, or an offer or solicitation to buy or sell any securities, funds, or strategies in any jurisdiction where such actions would violate the securities laws. The opinions expressed are current as of January 2024 and may be subject to change without notice. Readers are advised to use their discretion when relying on the information provided on this website. It is important to recognize that investing involves risks.