7Twelve Advisors Launches New Balanced Fund
Mutual fund offers a unique opportunity to invest in a fully diversified index-based balanced portfolio with equal weighting.
NASHVILLE, Tenn., April 5, 2011 /PRNewswire/ -- 7Twelve Advisors, LLC announced the launch of the 7Twelve™ Balanced Fund (NASDAQ: SEVNX). The Fund seeks to provide superior risk-adjusted returns when compared to the bond and equity markets within a balanced fund structure.
"7Twelve" refers to a diversified investment strategy of 7 asset classes: US stocks, non-US stocks, US bonds, non-US bonds, real estate, commodities and cash, and further sub-divided into twelve equally weighted index-based funds.
"The 7Twelve model is a straight-forward and transparent recipe for building a balanced fund. It's based on repeatable simple logic, not special skill," said Craig L. Israelsen, PhD, founder of the 7Twelve™ strategy and Chief Investment Officer of 7Twelve Advisors, LLC.
The fund's assets are equally weighted, so performance does not rely on forecasting or timing. The managers believe that index-based funds and passive management are more reliable investment methods than typical actively managed funds. Assets are rebalanced on a periodic basis.
The 7Twelve™ Balanced Fund offers advisors and investors access to a fully diversified portfolio in one fund. As a rationale for the strategy, portfolio manager Andy Martin claims, "The market losses of 2008, and the nine years preceding it -- the worst 10 years in market history -- showed us that stocks and bonds are not the answer to every investment question. True diversification comes from investing in each of the major asset classes."
For more information about the 7Twelve™ Balanced Fund please visit www.7TwelveBalancedFund.com.
7Twelve Advisors, LLC is an SEC Registered Investment Advisor in Nashville, TN, and serves as investment adviser to the 7Twelve™ Balanced Fund.
Craig Israelsen, PhD., Associate Professor at Brigham Young University in Provo, Utah is Chief Investment Officer of the adviser and developer of the 7Twelve strategy.
Andrew Martin, President of 7Twelve Advisors, LLC, serves as portfolio manager of the 7Twelve™ Balanced Fund. He holds a B.B.A. in economics from Belmont University and a Masters Degree in liberal arts from Vanderbilt University. He holds series 7, 24, 53, 63 and 66 securities licenses, and is a member of the Investment Management Consultants Association.
For more information about 7Twelve Advisors, LLC, call 615-341-0712 or visit www.7TwelveAdvisors.com
Investors should carefully consider the investment objectives, risks, charges and expenses of the 7Twelve™ Balanced Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 877-525-0712. The prospectus should be read carefully before investing. The 7Twelve™ Balanced Fund is distributed by Northern Lights Distributors, LLC member FINRA. 7Twelve Advisors, LLC is not affiliated with Northern Lights Distributors, LLC. 0612-NLD-3/31/2011
Investing in the commodities markets through commodity-linked ETFs will subject the Fund to potentially greater volatility than traditional securities. Commodity prices are influenced by unfavorable weather, animal and plant disease, geologic and environmental factors as well as changes in government regulation such as tariffs, embargoes or production restrictions. In addition to the risks generally associated with investing in securities of foreign companies, countries with emerging markets also may have relatively unstable governments, social and legal systems that do not protect shareholders, economies based on only a few industries, and securities markets that trade a small number of issues. Each ETF is subject to specific risks, depending on the nature of the ETF. These risks could include equity risk, liquidity risk, sector risk, foreign and emerging market risk, as well as risks associated with fixed income securities. The value of the Fund's investments in bonds and other fixed income securities will fluctuate with changes in interest rates. 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. Increases in real interest rates can cause the price of inflation-protected debt securities to decrease. Interest payments on inflation-protected debt securities can be unpredictable. The Fund's exposure to companies primarily engaged in the natural resource markets may subject the Fund to greater volatility than the securities market as a whole. Real estate values rise and fall in response to a variety of factors, including local, regional and national economic conditions, interest rates and tax considerations. The value of a small or medium capitalization company stocks may be subject to more abrupt or erratic market movements than those of larger, established companies or the market averages in general.
CONTACT: Andrew Martin, 7Twelve Advisors, LLC, 1-615-341-0712
SOURCE 7Twelve Advisors, LLC
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