Investor Summary

Mark Armbruster began his investment career in 1996, managed a $1 billion portfolio as CIO at Alesco Advisors, and holds the CFA designation. His background includes equity research in aerospace and defense sectors as well as chief investment officer experience at institutional levels. The executive team includes Christopher M. Cebula, CPA, who serves as President and brings experience providing assurance services across various industries. The firm was founded in August 2009 and describes itself as a boutique investment management firm that is large enough to be well established, but small enough to provide individualized service. The team includes CFAs and CPAs who follow primary academic research, test theories, and understand the tax impact financial decisions have on clients' money.

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Fund Strategy

Authentic investing means using discipline, patience, and smart strategies to pursue risk management without sacrificing return potential. We apply academic research from institutions such as the University of Chicago, Stanford, and Yale to invest in funds that meet 4 'factors': High Quality, Low Volatility, Improved Value, and Forward Momentum. ACM employs long-term, buy-and-hold strategies and primarily uses broadly diversified index-based ETFs and mutual funds to capture market returns efficiently. Historical evidence suggests factor investing has been particularly strong during periods of weak overall market returns, which is when investors need diversification and excess returns the most. The firm emphasizes broad diversification, low costs, tax efficiency, and risk control through index-based ETFs and mutual funds.

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FUND PERFORMANCE AS OF 31st March 2026

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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