BTR Wealth Preservation Fund Objective

The objective of this fund is to generate absolute returns over the long term of two-plus years, while striving to mitigate volatility and the impact of market risk. The annual return objective is between 10% - 15%. This strategy is suitable for both institutional and private investors seeking moderate performance at a level of standard deviation lower than the S&P 500 and lower overall leverage compared to other funds advised by Salida.