Home
HVIA Equity Fund
How to Invest
About Us
Contact Us

jasonadmin

Home
jasonadmin

Filter by
Categories
Tags
Authors
Show all

All

All

All
jasonadmin
Mark Lazarczyk
Support

Fund Documents

Visit Hudson Valley Investment Advisors, Inc.

HVIA Equity Funds

The fund seeks to achieve its investment objective by investing principally in a diversified portfolio of common stock of large-capitalization growth companies offer reasonable valuation when compared to their industry peers and their potential to grow earnings.

As with any mutual fund investment, there is a risk that you could lose money by investing in the Fund. The success of the Fund's investment strategy depends largely upon the Adviser's skill in selecting securities for purchase and sale by the Fund and there is no assurance that the Fund will achieve its investment objective. Because of the investment techniques the Adviser uses, the Fund is designed for investors who are investing for the long term. The Fund is not intended to be complete investment program. The principal risk of an investment in the Fund are active management risk, equities securities risk, large-capitalization company risk, management style risk, new fund risk and stock market risk.

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 may be obtained by calling 888-209-8710. Please read carefully before investing. The Fund is distributed by Ultimus Fund Distributors, LLC.

For more information about the Fund, including the Fund's objectives, charges, expenses and risks (including more information about the risks listed above), please read the prospectus.

Hudson Valley Investment Advisors, Inc. is not affiliated with Ultimus Fund Distributors, LLC

FINRA's BrokerCheck:

Check the background of the Ultimus Fund Distributors, LLC, on FINRA's BrokerCheck.