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1. Who is the Investment Manager of the ATAC Rotation Fund?
The ATAC Rotation Fund is managed by Pension Partners, LLC, an independent registered investment advisor founded in 1999. More information on Pension Partners, LLC can be found at www.pensionpartners.com.
2. Who are the Portfolio Managers for the ATAC Rotation Fund?
The co-portfolio managers are Edward M. Dempsey, CFP®, Chief Investment Officer/Founder of Pension Partners, and Michael A. Gayed, CFA, Chief Investment Strategist.
3. What is the Fund and Strategy offered?
The ATAC Rotation Fund is an absolute return, tactical strategy.
4. What is the inception date for the Fund?
Investor Class (ATACX): September 10, 2012.
Institutional Class (ATCIX): March 26, 2018
Pension Partners, LLC, has been running separately managed account strategies since December 2010.
5. Who acts as the administrator, custodian, and distributor of the Fund?
U.S. Bancorp Fund Services, LLC acts as the Fund’s Administrator, Transfer Agent, and Fund Accountant.
U.S. Bank, N.A. serves as the custodian to the Fund. The custodian is an affiliate of the Administrator.
Quasar Distributors, LLC acts as the Fund’s Distributor and principal underwriter in a continuous public offering of the Fund’s shares. The Distributor is an affiliate of the Administrator.
Diversification does not assure a profit nor protect against a loss in a declining market.
While the fund is no-load, management and other expenses still apply.
The Fund is only offered to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of our Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.