Broker Check
27 March
Webinar: Meet a Mutual Fund Portfolio Manager -Event by invitation only


Photo by Aditya Vyas on Unsplash

According to the Investment Company Institute, 68.7 million US households, or 52.3 percent, owned mutual funds in 2023. Yet most shareholders have probably never had an opportunity to meet the individuals managing their investments.

Please join us for a rare opportunity to meet a mutual fund portfolio manager and learn more about the process and strategies he utilizes to seek investments to achieve the Fund's objective of long-term capital appreciation.

Register for this informative webinar via Zoom and meet Paul M. Frank, Lead Portfolio Manager for the North Square Tactical Growth Fund. Topics will include his portfolio management team's outlook for 2024, his thoughts about the upcoming election and its potential impacts on the markets and economy. The link to the Zoom meeting will be sent to your email address after registering for the event.

Please do not forward. This event is by invitation and solely for owners of North Square Tactical Growth Fund. 

Speaker: Paul M. Frank, Lead Portfolio Manager, North Square Tactical Growth Fund

Principal Risks of Investing, North Square Tactical Growth Fund: Risk is inherent in all investing including an investment in the Fund. An investment in the Fund involves risk, including, the following principal risks, among others: Management and Strategy Risk, ETF and Mutual Funds Risk, Market Risk, Sector Focus Risk, Equity Risk, Growth-Oriented Investment Strategies Risk, Commodity Risk, Currency Risk, Foreign Investment Risk, Fixed Income Securities Risk, Interest Rate Risk, Credit Risk, Liquidity Risk, High Yield (“Junk”) Bond Risk, Large-Cap Company Risk, Small Cap and Mid Cap Company Risk, and Government Sponsored Entities Risk. Summary descriptions of these and other principal risks of investing in the Fund are set forth in the Fund’s prospectus. Before you decide whether to invest in the Fund, carefully consider these risks associated with investing in the Fund, which may cause investors to lose money. There can be no assurance that the Fund will achieve its investment objective. An investment in the Fund is not a deposit of the bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Please see the Fund’s prospectus for additional risk disclosures.

Before investing you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information are in the prospectus, a copy of which may be obtained by calling 855-551-5521. Please read the prospectus carefully before you invest.

Date and Time

Wed, Mar 27, 2024

4:00p - 5:00p PST


Online via Zoom


Event Registration

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