Purple Bridge (PB)

The Purple Bridge Management Funds’ investment objective is to seek superior long-term gains in excess of the return on those innovative Russell 1000 Index firms which have identifiable competing Innovation and Intangible Assets which are measured to provide Innovation α^® price advantage. We do this primarily by purchasing long positions in North American common stocks. The overarching strategy pursued for measuring market-price advantage (i.e., innovation-based alpha) is one-to-one paired replacement of established market indices.

Disclaimer:

Past Performance is not an indication of Future Results

The backtested performance of the proposed fund allocation is based on a “Dow Substitution” strategy, as disclosed herein.

Different types of investment involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and or investment strategies recommended or undertaken by M·CAM^® will be profitable or equal the corresponding indicated performance level(s). Moreover, you should not assume that any of the above content serves as the receipt of, or as a substitute for, personalized investment advice from your financial adviser.

Historical performance results for proposed fund allocation have been provided for general comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the occurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your holdings in the fund will correspond directly to this backtested performance or any comparative indices.