National City Investment Management Company (IMC) manages Armada Funds. IMC has over $20 billion in assets under management, and is dedicated to attaining client investment objectives by providing a broad array of specialized investment products. IMC is organized among highly specialized investment style teams. Each team member shares an expertise in a particular sector or style of investment. Participants from each of the specialized management teams convene on a monthly basis to discuss strategy and to analyze and interpret data concerning the economic outlook and the allocation of assets. On a weekly basis, the same team members meet to discuss equity and fixed income market recommendations. IMC's team of professionals reflect an average individual investment experience level of over 13 years. If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
Both A and B shares are sold on a continuous basis by the Trust's sponsor and distributor (SEI Investments Distribution Co.), and are also sold to the public primarily through financial institutions such as banks, brokers and dealers. Investors may purchase A or B shares directly or through a financial institution. A shares of the Funds are sold subject to a front-end sales charge. B shares of the Funds are sold subject to a back-end sales charge. This back-end sales charge declines over time and is known as a "contingent deferred sales charge". Before choosing between A and B shares of the Funds, an investor should read the prospectus carefully to determine which would be best based upon individual investing objectives, time horizon and risk tolerance. If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
I shares, or Institutional shares, are sold primarily to banks and trust companies which are affiliated with National City Corporation, National City Investment Management Corporation customers that are large institutions, and registered investment advisers and financial planners affiliated with National City Corporation who charge an advisory, consulting or other fee for their services and buy shares for their own accounts or the accounts of their clients. If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
In addition to the Armada Funds, we also offer FutureQuest, an asset allocation program. This personalized investment strategy is built around your goals, time frame, and tolerance for market risk, and offers access to the world's most talented money managers. Armada Funds also offers Armada Plus 401K Plan, No-Fee Traditional and Roth IRA accounts and NatCity Investments Cash Management Account. To learn more about these investment programs which are designed to help you reach your financial goals, please call 1-888-4NATCITY to be referred to a Financial Consultant. If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
Class C shares have a low back-end sales charge that is assessed for a shorter period of time than other share classes. If you sell shares within 18 months of purchase, a 1% CDSC is assessed. An exception is made for dividends or distributions reinvested into C shares. Class C shares generally charge a higher 12b-1 fee each year than class A shares, and do not convert into A shares at any time. If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
