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Giant 5 Funds
Drawing inspiration from the ancient Biblical hero King David, Colorado Springs based Giant 5 Funds has just launched a new mutual fund, The Giant 5 Total Investment System™ (FIVEX), and is aiming to conquer Wall Street.
“We’re coming to Wall Street armed with a new no-load** fund of funds and we have five stones in our pocket,” says Michael G. Willis, President and Fund Manager for Giant 5 Funds.
These five stones are what Willis calls the 5 Essential Themes: Real Estate, Raw Materials, Energy, Capital Markets, and Bonds – and the portfolio uses a dedicated, equally distributed asset allocation among the Themes. The Fund invests in the Themes in substantially equal 20% portions over time.
“My 17 years of experience as a private advisor have shown me that these are the areas affecting the American pocketbook and the world’s pocketbook today and tomorrow,” says Willis. “It’s simple. We invest where you spend.”
Volubly described as a, “globally diversified, mathematically based, invest where you spend, no-load** fund of funds,” the Total Investment System™ (FIVEX) is rooted in Modern Portfolio Theory. It gives the investor access to 25 managers Willis believes are the best in the world for his 5 Essential Themes. The underlying funds and their manager go through a proprietary “39-Filters” screening and are hired and fired according to their performance and Willis’ exacting standards.
Giant 5 Funds has no qualms challenging the norms of the industry when it comes to asset allocation and portfolio management. In fact, it intends to make a point of it.
“The whole world market is in transition,” says Willis. “Investors will have to reconsider whether they want to keep chasing the hot dot or commit to sound investment principles. Fear and greed can destroy their finances and their lives. I’ve seen it happen countless times. They should take control by letting go. The Total Investment System™ is a globally diversified portfolio with 25 managers and the potential to perform in all market conditions. We’ve made it simple and easily accessible in one mutual fund, one ticker: FIVEX.”
In the 9th century BC, the shepherd boy David confronted and defeated Goliath, the mightiest warrior of his day. Armed with only a simple shepherd staff, a sling, and five smooth stones, David came to the battle with the wisdom, vision, courage, and boldness that ultimately transformed him into one of the most celebrated kings of all time.
David has returned, and he’s come to conquer Wall Street*.
This is one battle none of us will want to miss. It begins at giant5.com.
Giant 5 Funds is Mutual Fund Trust company headquartered in Colorado Springs, CO. Michael G. Willis, President, describes it as, “a company where the best idea wins, bureaucrats are unwelcome, performance is recognized, and complacency is unacceptable.” Giant 5 Funds has partnered with two independent, major powerhouses in the industry: BISYS Fund Services Limited Partnership for fund administration and transfer services and the Bank of New York, for custodial services.
Michael G. Willis is a successful private financial advisor and Fund Manager for Giant 5 Funds. He has served as First Vice President for Smith Barney and Senior Vice President - Investments for both Paine Webber and UBS Financial Services. He left the major wirehouses several years ago to create an independent platform where he could launch his two mutual funds, which are the culmination of his 17 years of experience and research and are, in his words, “The Holy Grail of Wall Street.”
For more information about Giant 5 Funds and the offered investments, visit www.giant5.com, or call88-5GIANT5, to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about the Funds are contained in the prospectus; read and consider it carefully before investing.
Equity securities are more volatile and carry more risk than other forms of investment, including investments in high grade fixed income securities. Fixed income securities are subject to interest rate risks. Investments concentrated in one economic sector, such as, Energy, Raw Materials and Real Estate, experience greater volatility than more broadly based investments. International investing is subject to greater volatility due to such factors as changes in currency rates, foreign taxation, differences in auditing and other financial standards, and political and economic instability.
“We’re coming to Wall Street armed with a new no-load** fund of funds and we have five stones in our pocket,” says Michael G. Willis, President and Fund Manager for Giant 5 Funds.
These five stones are what Willis calls the 5 Essential Themes: Real Estate, Raw Materials, Energy, Capital Markets, and Bonds – and the portfolio uses a dedicated, equally distributed asset allocation among the Themes. The Fund invests in the Themes in substantially equal 20% portions over time.
“My 17 years of experience as a private advisor have shown me that these are the areas affecting the American pocketbook and the world’s pocketbook today and tomorrow,” says Willis. “It’s simple. We invest where you spend.”
Volubly described as a, “globally diversified, mathematically based, invest where you spend, no-load** fund of funds,” the Total Investment System™ (FIVEX) is rooted in Modern Portfolio Theory. It gives the investor access to 25 managers Willis believes are the best in the world for his 5 Essential Themes. The underlying funds and their manager go through a proprietary “39-Filters” screening and are hired and fired according to their performance and Willis’ exacting standards.
Giant 5 Funds has no qualms challenging the norms of the industry when it comes to asset allocation and portfolio management. In fact, it intends to make a point of it.
“The whole world market is in transition,” says Willis. “Investors will have to reconsider whether they want to keep chasing the hot dot or commit to sound investment principles. Fear and greed can destroy their finances and their lives. I’ve seen it happen countless times. They should take control by letting go. The Total Investment System™ is a globally diversified portfolio with 25 managers and the potential to perform in all market conditions. We’ve made it simple and easily accessible in one mutual fund, one ticker: FIVEX.”
In the 9th century BC, the shepherd boy David confronted and defeated Goliath, the mightiest warrior of his day. Armed with only a simple shepherd staff, a sling, and five smooth stones, David came to the battle with the wisdom, vision, courage, and boldness that ultimately transformed him into one of the most celebrated kings of all time.
David has returned, and he’s come to conquer Wall Street*.
This is one battle none of us will want to miss. It begins at giant5.com.
Giant 5 Funds is Mutual Fund Trust company headquartered in Colorado Springs, CO. Michael G. Willis, President, describes it as, “a company where the best idea wins, bureaucrats are unwelcome, performance is recognized, and complacency is unacceptable.” Giant 5 Funds has partnered with two independent, major powerhouses in the industry: BISYS Fund Services Limited Partnership for fund administration and transfer services and the Bank of New York, for custodial services.
Michael G. Willis is a successful private financial advisor and Fund Manager for Giant 5 Funds. He has served as First Vice President for Smith Barney and Senior Vice President - Investments for both Paine Webber and UBS Financial Services. He left the major wirehouses several years ago to create an independent platform where he could launch his two mutual funds, which are the culmination of his 17 years of experience and research and are, in his words, “The Holy Grail of Wall Street.”
For more information about Giant 5 Funds and the offered investments, visit www.giant5.com, or call88-5GIANT5, to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about the Funds are contained in the prospectus; read and consider it carefully before investing.
Equity securities are more volatile and carry more risk than other forms of investment, including investments in high grade fixed income securities. Fixed income securities are subject to interest rate risks. Investments concentrated in one economic sector, such as, Energy, Raw Materials and Real Estate, experience greater volatility than more broadly based investments. International investing is subject to greater volatility due to such factors as changes in currency rates, foreign taxation, differences in auditing and other financial standards, and political and economic instability.
- The Fund has no performance history and there is no guarantee that Wall Street can be “conquered.”
- A 2% short-term trading redemption penalty will be assessed on withdrawals within the first 180 day period of investing. This penalty is accessed in order to protect our shareholders from short-term traders who can drive the internal costs higher and lower the overall performance of the Fund. Our Total Investment System and Total Index System are designed for long-term performance and works best when given at least 18-months to
Posted on Friday 02 of March, 2007 [13:56:34 UTC]
