Why Armada?
Opportunities For All Types of Investors
Whether you’re a seasoned or novice investor, watch
the markets daily or occasionally, have a high
risk tolerance or none at all, Armada has a
broad selection of mutual funds available to
meet your needs.
Hands-on investors appreciate our niche funds, like
the Armada Small Cap Value Fund, Ohio Municipal
Bond Fund and International Equity Fund, as well as many
others in our diverse family of funds. Niche funds can be used to
add diversity to existing portfolios or build multi-style asset allocations from scratch.
If you prefer a hands-off approach to investing, you’ll like our asset allocation portfolios. The Armada Asset Allocation Funds combine the talents of IMC’s management teams to create appealing alternatives for conservative, moderate and aggressive investors.
In addition to our well-managed, broadly diversified fund family, Armada offers you:
Affordability
We understand that it takes time to accumulate wealth, so we set our minimum initial investment at just $500,and have no subsequent minimum investment amounts.
Ease
Do you find it hard to save? We try to make it easy. You can automatically invest as little as $50 from your
checking or savings account through our Planned Investment Program (PIP). Armada's PIP gives you the flexibility
to design an investment strategy that meets your needs. You choose how much to contribute and which funds to own.
You can start with as little as %50 per fund.
Liquidity
You can buy or sell fund shares on any business day between 8:30 a.m. and 8:00 p.m., Monday through Friday, ET.
Flexibility
Most importantly, as an Armada investor, you can exchange shares of your Armada Funds for similar shares of
other Armada Funds at any time – free of charge. As your investment goals evolve throughout your lifetime,
you’ll be able to reallocate assets without paying additional charges. Remember, if you exchange from a money
market fund to a non-money market fund or from one share type to another there may be a charge. Remember,
exchanges between funds creates a taxable event.
The plan does not assure a profit and does not protect against loss in a declining
market and an investor should consider his or her financial ability to continue purchases through low price levels. |
