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Armada Investment Products

Asset Allocation Program
For even the most experienced investors, achieving financial success can be challenging. Managing an investment portfolio requires significant time, knowledge, and resources. That’s why many investors rely on an investment approach that goes beyond one-dimensional product strategies and capitalizes on the expertise of highly-skilled professional investment managers. This approach is called asset allocation.

Studies have shown that more than 90% of the variation in portfolio returns is the result of asset allocation. This means that the way you allocate your investment will be the single most important factor in determining your portfolio’s performance over time. If you are interested in asset allocation but are uncertain about the best way to do it, the FutureQuest asset allocation program may offer the help you need.

FutureQuest is a professional money management program for investors with $50,000 or more to invest. This five-step asset allocation program is designed to provide the potential for higher returns with reduced overall risk. Our program can help you:

  1. Determine your investment goals, time frames, and risk tolerance through one-on-one discussions with a financial consultant.
  2. Develop an asset allocation strategy designed to meet your personal investment goals.
  3. Select a portfolio, managed by a diverse group of nationally prominent managers, not normally accessible to individual investors.
  4. Maintain your asset allocation over time through automatic rebalancing.
  5. Track performance with our comprehensive reporting package.
If you would like to have information about FutureQuest mailed to you, click here.
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NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

You should consider the investment objectives, risks, charges and expenses of the Armada Funds carefully before investing. A prospectus may be downloaded and viewed with this and other information about the Funds or may be obtained by contacting an investment professional or by calling 1-800-622-FUND (3863.) Please read it carefully before you invest or send money.

National City Investment Management Company (IMC) serves as investment adviser to Armada Funds for which it receives an investment advisory fee. Shares of Armada Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with IMC and is not a bank.


Armada Funds Products