Using a unique three-step process to identify companies with undervalued streams of sustainable cash flow, Polaris develops a dynamic portfolio of 50-100 equally weighted securities from a universe of more than 30,000 companies in more than 100 countries. The firm's commitment to pure value investing distinguishes it from its peers.

Permanent Portfolio Permanent Portfolio Family of Funds Inc., is a no-load mutual fund family that's investment philosophy is founded on protecting what you have and producing consistent, above-average, after-tax returns. Its family of funds consists of four separate "Portfolios," each with its own investment objective and strategies. The Permanent Portfolio is a unique balanced fund that invests in a diversified mix of asset classes and is designed to preserve and increase the purchasing power value of its shares over the long-term. 600 Montgomery Street, San Francisco, CA 94111, (866)792-6547,
[email protected] www.permanentportfoliofunds.com
Contact Jordan Clopton
[email protected]

 

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the fund and it may be obtained by calling (800) 531-5142, or by visiting www.permanentportfoliofunds.com. Read it carefully before investing.

Mutual fund investing involves risk; loss of principal is possible.

The Permanent Portfolio Family of Funds, Inc. is distributed by Quasar Distributors, LLC.

Sierra Founded in 1987, Sierra and its affiliates currently manage over $1.5 billion in separate accounts (under the Ocean Park label) and mutual funds, designed to serve the needs of retirees and other conservative investors.
The goals of the Sierra Core Retirement Fund are to average 8%-10% over a market cycle while at the same time limiting downside risk to 4%-5%. In recent years, goals such as these are referred to as "absolute return" goals. However, there is no assurance that the Fund will succeed in achieving these two key goals. Sierra has managed separate accounts for the past 17 years using the same strategies now used in the Core Fund.
Fact Sheets, performance and other information on both funds can be viewed at www.SierraMutualFunds.com. For further information call Jeff Johnson at 1-855-879-4075 or email [email protected].
Investment return and principal will fluctuate, so that shares when redeemed, may be worth more or less than their original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Sierra mutual funds. This and other information about the funds are contained in their prospectuses and should be read carefully before investing. The prospectuses can be obtained on our website, SierraMutualFunds.com, or by calling toll free 1-855-556-1295. The Sierra mutual funds are distributed by Northern Lights Distributors, LLC, Member FINRA. Ocean Park Asset Management, Inc. is not affiliated with Northern Lights Distributors, LLC.
0437-NLD-3/28/2012
 SteelPath SteelPath is a leading investment manager of Master Limited Partnership (MLP) portfolios. The firm has been investing in MLPs since 2004, and is based in Dallas, Texas. Products offered include mutual funds, separately managed accounts and investment limited partnerships. SteelPath employs a fundamental, research?driven portfolio selection process to invest predominately in U.S. based energy infrastructure companies structured as MLPs. Energy infrastructure MLPs transport, store, and process liquid hydrocarbons and natural gas, and generate revenues largely through fee or fee?like contracts. SteelPath believes these companies generally offer potential growth profiles due to the substantial need for new energy infrastructure domestically, robust acquisition opportunities and the benefit of operating leverage which is inherent in the energy infrastructure business model. SteelPath's investment team has over 50 years of combined investment experience in the MLP asset class. SteelPath
 Symetra Symetra is a diversified, well-capitalized company on the rise, as symbolized by our brand icon-the swift. We've operated on a foundation of financial stability, integrity and transparency for more than half a century, providing solutions that clients need through investment professionals, financial institutions, benefit consultants and independent agents. Symetra Financial Corporation trades as "SYA" on the NYSE. Symetra Life Insurance Company is a wholly owned subsidiary of Symetra Financial Corporation.
 Wellesley Wellesley Investment Advisors is a firm with over $1 billion in AUM that solely manages convertible bonds for other investment professionals, RIAs and institutions.  We manage convertibles both in SMAs and an open-end publicly traded convertible mutual fund.
For over 20 years, Wellesley uses a unique alternative approach to managing convertible bonds for RIAs and investment professionals.  Wellesley's investment goals are two-fold: (1) absolute returns and (2) outperforming both fixed income and equities over a complete market cycle. 
Recent awards and recognitions include:  
  • Rated a Top 100 Independent Financial Advisor by Barron's
  • Ranked the Best Performing Convertible Manager for the Last 15 Years by Morningstar
  • Ranked the Best Performing Convertible Manager for the Last 5 Years by Pension & Investments
  • Ranked a Top 20 Fastest-Growing RIA Firm in America by Financial Advisor Magazine
  • Ranked a Top 100 RIA Firm in Financial Advisor Magazine
  • Author of a best selling book on convertible bonds
Westcore Funds Westcore Funds offers a broad range of funds to help achieve your investment goals. Our diverse family of investment strategies includes growth, value and international equity, as well as fixed income, and reflects the founding principles of its manager, Denver Investments. From its origin in 1958, Denver Investments was built upon the tenets of institutional investing-a prudent, disciplined and consistently applied investment approach. Today, the firm manages assets for a broad array of individual and institutional investors, and is 100% employee-owned. We believe the firm's organizational independence helps align our interests with those of our clients which enhances our ability to promote their investment success.
William Blair William Blair & Company is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, with office locations in 10 cities including London, New York, Shanghai, and Zurich. The William Blair Funds now include 24 funds in asset classes where we have long-term experience and depth in investment talent-areas where we believe we can add value to our clients' portfolios.