Crystal Wealth Infrastructure Strategy

Investment Objective:

To generate a consistently high level of interest income along with long-term growth potential while focusing on preservation of capital by investing primarily in debt instruments of infrastructure projects and companies.

Strategy Type: Income
Launch Date: May 6, 2016
Lead Portfolio Strategist: Clayton Smith, CAIA

Financial Statements

June 30, 2016 Unaudited Semi-Annual

Portfolio and Performance

Strategy Overview (Coming Soon)
Monthly Strategy Summary
Performance Charts and Details 

Offering Documents

Offering Memorandum
Subscription Agreement