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The investment seeks capital appreciation. Under normal circumstances, the fund invests in shares of exchange-traded funds ("ETFs"). An ETF is an open-end investment company that holds a portfolio of investments designed to track a particular market segment or underlying index. In seeking to achieve the fund's investment objectives, the Advisor may allocate fund assets among equity ETFs representing various domestic and foreign markets, regions and countries. The fund may invest in ETFs that hold foreign securities and American Depositary Receipts ("ADRs") but will not invest in emerging market securities to a significant extent.
Name | Title | Since | Until |
---|---|---|---|
Mark Anthony Grimaldi | Chief Portfolio Manager | 2009 | Now |
Biography | Mark A. Grimaldi, CFS, is a founder, President and part owner of Navigator Money Management, Inc. Mr. Grimaldi also serves as Vice President of Prestige Financial, Inc. He began his career in money management in 1986 as an Investment Coordinator at Meyer Handelman Company in New York. After two years, he joined Prime Financial Services as Director of Operations. In 1992, Mr. Grimaldi accepted a position as Manager, Securities Operations at Marshall & Sterling Consultants in Poughkeepsie, New York. In 1997, he earned the Certified Fund Specialist (CFS) designation. Mr. Grimaldi has held various securities licenses including Series 6, 7, 24, & 63. From March of 1989 through October 2005, Mr. Grimaldi coordinated and taught securities training classes at Dutchess Community College, Poughkeepsie, New York. In 2004, Mr. Grimaldi became Chief Portfolio Manager of the Navigator Newsletters for which he currently writes the lead economic forecast article. Mr. Grimaldi co-managed 80% of the original Navigator Fund from January 1, 2008 through January 30, 2009. Mr. Grimaldi graduated Albany State University in 1985 with a BA degree in Economics. |
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