Standpoint Multi-Asset Fund

A mutual fund for U.S. investors seeking an all-weather investment solution.

Standpoint Multi-Asset Fund

Leadership Team

Photo of Eric Crittenden

Eric Crittenden

Chief Investment Officer, Portfolio Manager

Eric has over 20 years of experience designing and managing investment strategies, with an expertise in systematic investing for mutual funds and hedge funds. Eric plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client facing activities.

Photo of Shawn Serik

Shawn Serik

Portfolio Manager

Shawn is the lead developer and has programmed many of the key components of the investment strategies. With over 20 years of risk management and systematic investing experience, Shawn develops and maintains much of the technology behind the investment operations and software at Standpoint.

Photo of Mike Striano

Mike Striano

VP of Investment Operations

Prior to joining Standpoint, Mike served as VP of Operations at Crabel Capital Management, a global systematic hedge fund, working closely with the back office and client relations. With over 25 years of capital markets experience Mike adds valuable trading and operations expertise to the Standpoint investment team.

Photo of Tom Basso

Tom Basso

Chairman of the Board

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 commodities and currencies managers in the U.S. in the 80s and 90s. Tom’s successful career has been highlighted in The New Market Wizards by Jack Schwager.

The Fund

The Standpoint Multi-Asset Fund utilizes an all-weather approach to investment management. The goal of the Fund is to provide investors with stable returns in a wide range of potential economic conditions, specifically market conditions that have historically been difficult for traditional equity and bond portfolios. To achieve this, the Fund seeks diversification across geographic regions, independent asset classes, and complementary investment strategies.

Global Equities

Market-cap weighted equity positions with active risk management designed to deliver equity market exposure to developed countries.

Commodities & Currencies

Investments in commodities and currencies have the potential to add value to the portfolio during periods of inflation or deflation.

Fixed Income

Fixed income holdings seek to enhance returns and act as a risk reducer in a variety of market conditions.

Reasons To Invest

Increased diversification

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

Intelligently packaged

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

A desired outcome

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

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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.

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 guarantee a profit or protect against a loss.

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 ETFs 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.

Investment in the Fund carries certain risks. The fund will invest a percentage of its assets in derivatives, such as futures and commodities. The use of such derivatives and the resulting high portfolio turnover may expose the Fund to additional risks that it would not be subject to if it invested directly in the securities and commodities underlying those derivatives. The Fund may experience losses that exceed those experienced by funds that do not use futures contracts. 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 correctly the direction of securities prices, interest rates, currency exchange rates and other economic factors; (e) the possibility that the counterparty will default in the performance of its obligations; and (f) if the Fund has 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.

The BAML 3-Month Index tracks the performance of the U.S. dollar denominated U.S. Treasury Bills publicly issued in the U.S. domestic market with a remaining term to final maturity of less than 3 months. Global equities are represented by the MSCI World Total Return Index which captures large and mid-cap representation across 23 Developed Markets countries. 60% Stocks & 40% Bonds are represented by the Russell 3000 Index & US BIG TR USD Index which captures U.S. broad stock market exposure and U.S. core bonds. Comparisons to indexes have limitations because the results do not represent actual trading. It is not possible to invest directly in an index. Unmanaged index returns do not reflect any fees or expenses associated with the active management of an actual portfolio. Index performance is shown for illustrative purposes only and will change over time.


Annualized Volatility is the annualized statistical measure of the dispersion of returns for a given investment. Worst Decline is the peak-to-trough decline during a specific period.