Our Approach

The Fund seeks to achieve its investment objectives primarily through equity-based option writing strategies including cash-secured puts and covered calls. The premium the Fund receives from writing options potentially generates gains for the Fund. The Fund may also invest in dividend-paying or non-dividend-paying common stocks with market capitalizations below $4 billion.

Our Philosophy

Target a consistent and rising cash flow distribution that is not reliant on changing market conditions and aim to deliver favorable total return with reduced volatility over a normal 5-7 year market cycle. 

Our Ideal Client

  • Seeks Income w/ Growth Potential Seeks diversification and potential growth with exposure to small cap stocks
  • Opportunistic Understands and desires a "buy low, sell high" approach. 
  • Biblically Responsible Investing Aims to use biblical principles to screen investment portfolio 

Fund Facts: 

  • Performance Inception Date: 12/31/2013
  • Benchmark: Morningstar US Small Value
  • Fund Assets: $11.11 Million 
  • Ticker Symbols: 
    • Class A Shares - CEXAX
    • Class A Shares Load Waived - CEXAX.LW
    • Class I Shares - CEXIX

Additional Downloads: