Standpoint is an investment firm focused on providing all-weather investment solutions to US financial advisors.

We believe using an all-weather approach is the most effective way to prepare for a wide range of market environments, while still producing meaningful investment returns with limited downside risk.

  • An all-weather approach is an asset allocation methodology that diversifies across geographic regions, asset classes, and investment styles.
  • This approach helps investors navigate prolonged equity market declines, inflation, and negative real returns from bonds due to low interest rates.
  • Historically, an all-weather approach has achieved higher returns than equities, with lower volatility, and smaller declines.

The Multi-Asset Fund

The Standpoint Multi-Asset Fund utilizes complementary investment strategies in an all-weather approach with the goal of improving portfolio performance by seeking uncorrelated returns, minimizing declines, and adding global diversification.

Strategy split
Exact 50/50 split for illustrative purposes only. Allocation percentage subject to change.
  • Global Equity Strategy

    Globally diversified and tax efficient strategic equity exposure

    Invests in domestic and international equity ETFs

    ETF Investment Universe includes: Americas, Europe, Asia, and Pacific

  • Global Futures Strategy

    Helps to potentially reduce drawdowns and volatility by delivering uncorrelated returns

    Invests in 70+ futures markets around world

    Futures Investment Universe includes: equities, bonds, currencies, and commodities

Click here to view important risk information
Investing involves risk, including loss of principal. There is no guarantee that the fund will achieve its investment objective. Diversification does not ensure a profit or guarantee against loss. Short selling involves unlimited loss potential. For a more detailed description of the risks involved in investing in the Fund, including ETF, futures, and global investing risk, please see below.

Reasons to Invest — Our Approach

  • Increased diversification

    Increased Diversification

    An all-weather approach can diversify a portfolio against overreliance on traditional equity and fixed income investments and prepare investors for a wide range of market environments.

  • Intelligently packaged

    Intelligently Packaged

    The Multi-Asset Fund was developed with the investor top of mind; a low fee, tax efficient, all-weather portfolio can enhance investor results.

  • Intelligently packaged

    A Desired Outcome

    An all-weather approach captures returns from multiple asset classes allowing for low volatility returns that can help investors stay invested for the long term.

Our Team

We built our team around the belief that if we can have honest conversations to better understand the investor, we can help make the decision of whether or not to invest in alternatives an easy one.

  • Eric Crittenden

    Chief Investment Officer

    Eric has over 20 years of experience designing and managing investment strategies, with an expertise in systematic trading in both mutual funds and hedge funds. Aside from creating sound investment strategies, his ability to simplify and communicate complex topics is what sets him apart from other investment managers.

  • Shawn Serikov

    Portfolio Manager

    Shawn is the lead developer and has programmed many of the key components of the investment strategy. With over 20 years of derivatives, risk management, and systematic trading experience, as well as his extensive history working with Eric, Shawn is an essential complement to the investment operations team.

  • Tom Basso

    Chairman

    Tom brings over 40 years of money management experience to Standpoint as Chairman of the Board. He was the Founder and CEO of Trendstat Capital, one of the largest futures managers in the U.S. in the 80s and 90s. Tom’s successful career has been highlighted in the book The New Market Wizards by Jack Schwager.

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© Copyright 2019, Standpoint

Contact

For more information please contact:

info@standpointfunds.com

602.688.2918

Disclosures

Investors should carefully consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund, and it should be read carefully before investing. Investors may obtain a copy of the prospectus by calling (866) 738-1128 or clicking the link above.

The Standpoint Multi-Asset Fund is distributed by Ultimus Fund Distributors, LLC.

Click here to view important risk information

Investing in underlying investment companies, including money market funds and ETFs, exposes the Fund to the investment performance (positive or negative) and risks of the investment companies. ETFs are subject to additional risks, including the risk that an ETF’s shares may trade at a market price that is above or below its NAV. The Fund will indirectly bear a portion of the fees and expenses of the underlying fund in which it invests, which are in addition to the Fund’s own direct fees and expenses.

The successful use of futures contracts draws upon the Adviser’s skill and experience with respect to such instruments and are subject to special risk considerations. The primary risks associated with the use of futures contracts are (a) the imperfect correlation between the change in market value of the instruments held by the Fund and the price of the forward or futures contract; (b) possible lack of a liquid secondary market for a forward or futures contract and the resulting inability to close a forward or futures contract when desired; (c) losses caused by unanticipated market movements, which are potentially unlimited; (d) the Adviser’s inability to predict that the counterpart will default in the performance of its obligations; and (f) if the Fund insufficient cash, it may have to sell securities from its portfolio to meet daily variation margin requirements, and the Fund may have to sell securities at a time when it may be disadvantageous to do so.

Foreign investing involves risks not typically associated with U.S. investments, including adverse fluctuations in foreign currency values, adverse political, social and economic developments, less liquidity, greater volatility, less developed or less efficient trading markets, political instability and differing auditing and legal standards.