Wakefield Managed Futures Strategy Fund

Wakefield Advisors, LLC

Wakefield Advisors is a Registered Investment Advisor specializing in Alternative Investments. We identify, evaluate and select independent Commodity Trading Advisors and Hedge Fund managers to direct the trading of our investment funds. Our research team maintains an extensive database of the world’s leading Alternative Investment managers and only those that have been thoroughly vetted and meet strict qualitative and quantitative due-diligence criteria are considered candidates to manage client assets.

Patrick Kane
Mr. Kane has served as Chairman of the adviser since its founding in 2011. Prior to co-founding the adviser, Mr. Kane was the head of alternative investments at Oppenheimer Asset Management until June 2011, overseeing approximately $3 billion in hedge funds and private equity investments. Mr. Kane joined Oppenheimer in 2001 as a senior member of the fund of hedge funds team. Mr. Kane has worked in the alternative investments industry since 1989. Prior to joining Oppenheimer in 2001, Mr. Kane worked for Dunbar Capital Management, a boutique fund of funds manager. Mr. Kane previously worked for Brandywine Asset Management, a hedge fund in Thornton, PA. At Brandywine, he was the Director of Trading, responsible for all trading on the managed futures and statistical arbitrage market-neutral equity hedge funds. Before that, he worked for Tricon Investments; energy focused hedge fund, based in Somerset, NJ. Mr. Kane is also a member of the investment subcommittee that serves the University of Scranton endowment. Mr. Kane holds a Bachelor of Science in Accounting from the University of Scranton. He is a registered representative of ALPS Distributors, Inc.

Patrick F. Hart III
Mr. Hart has served as President and Chief Executive Officer of the adviser since its founding in 2011. He also serves as President and Chief Executive Officer of Three Palms, LLC, an investment advisory firm, which he co-founded in 2003. Mr. Hart has over 26 years of experience in the "Alternative Investment Industry" with a particular emphasis on Managed Futures. He co-founded one of the first multi-advisor futures funds in 1983. Over the course of his career, Mr. Hart through his affiliated entities, has structured, managed and administered "Alternative Investment" strategies, portfolios and products for private and institutional investors worldwide.

Mr. Hart served nine years on the Introducing Broker Advisory Committee of the National Futures Association (“NFA”). Additionally, he has served periodically on the NFA Arbitration and Nominating Committees since 1988. Mr. Hart has been a frequent guest speaker at international conferences and symposiums on Alternative Investment Strategies. Moreover, Mr. Hart has contributed to numerous articles in leading investment publications and is a contributing author to the “Handbook of Managed Futures--Performance, Evaluation and Analysis”(McGraw-Hill 1997). Mr. Hart received a B.S. in Economics from Colorado State University in 1983. He has FINRA Series 7, 63, and the CFTC/NFA Series 3 registrations. Mr. Hart also is a registered representative of ALPS Distributors, Inc.

The Wakefield Managed Futures Strategy Fund is subject to several risk factors which are explained in the Prospectus.
An investor should consider investment objectives, risks, charges, and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 855-243-1815 or click Here. Read the prospectus carefully before investing.

As with all mutual funds, there is the risk that you could lose money through your investment in the Wakefield Fund. Many factors affect the Wakefield Fund's net asset value and performance. Please see the fund's prospectus for more detailed information.

The Wakefield Managed Futures Strategy Fund is distributed by Foreside Fund Services, LLC.
Foreside Fund Services is not affiliated with Wakefield Advisors, LLC.

Copyright © 2014-2017 - Wakefield Advisors, LLC - All rights reserved.
^ Back to Top