Brand Favorites Focus Portfolio

Objective

The trust seeks to provide above average total return primarily through capital appreciation.

Strategy Description

The trust seeks to provide above average total return primarily through capital appreciation by investing in a portfolio of stocks of companies that Eugene E. Peroni, Jr. of Peroni Portfolio Advisors, Inc. (the “Portfolio Consultant”) believes capture the interest of consumers. Mr. Peroni selected the trust’s portfolio through the application of his proprietary method of technical analysis, the Peroni Method®, and consideration of stocks of companies whose brands are recognizable and whose products and services are used in daily life. The trust’s focus on companies with name recognizable brands attempts to follow the theory that the products and services consumers research and then use the most are often produced by companies worth investment consideration. This technical methodology screens for long-term historical price behavior, relative strength and potential for future capital appreciation

Sponsor

Series

Series 2019-2Q

Asset Class

Investment Strategy/Goal

Investment Type/Style