All resources are available in PDF format. You can download and print each document with ease.

Fund Fact Sheets

Our fund fact sheets provide information about specific fund performance, commentary, strategy, and more. To view a specific fund fact sheet, please select from the list below:

Preservation Trust Fact Sheet

Focused Opportunities Fund Fact Sheet

Commonwealth Patriot Trust Fact Sheet

Semi-Annual Reports

The semi-annual reports provide our investors with commentaries on recent fund performance and outline our market outlook. To view a specific report, please select from the list below:

Preservation Trust Fund Mid Year Letter 2010

Focused Opportunities Fund Mid Year Letter 2010

Commonwealth Trust Mid Year End Letter 2010