The Fund is managed by Gene W. Henssler, Ph.D., William G. Lako, Jr., CFP® and Troy L. Harmon, CFA, CVA (the “Investment Committee”). The Fund’s Investment Committee is supported by a group of research analysts and other members of The Adviser’s investment staff.
Gene W. Henssler, Ph.D.
Gene W. Henssler, Ph.D., has worked in investment management and financial analysis for more than 50 years. From 1986 to 1996, Dr. Henssler was a Professor of Finance at Kennesaw State University. Since 1987, Dr. Henssler’s investment adviser, G.W. Henssler & Associates, Ltd., has provided investment advisory services to corporations and to individual and institutional investors. Dr. Henssler earned his MBA and Ph.D. in Finance from the University of Michigan in 1965 and 1971, respectively. Dr. Henssler is a registered representative of ALPS Distributors, Inc.
Troy L. Harmon, CFA, CVA
Troy L. Harmon, CFA, CVA, has worked in investment management and financial analysis for more than 10 years. He earned his Bachelor of Business Administration summa cum laude in Finance in 2006 and a Bachelor of Business Administration in Accounting in 2015 from Kennesaw State University. Mr. Harmon is a CFA Charterholder and Certified Valuation Analyst. Mr. Harmon began his financial career with G.W. Henssler & Associates, Ltd. in 2006. Mr. Harmon is a registered representative of ALPS Distributors, Inc.
William G. Lako, CFP®
William G. Lako, Jr., CFP®, has worked in investment management and financial planning for more than 20 years. He earned his Bachelor of Business Administration from Kennesaw State University in 1995, and holds the Series 7, Series 26, Series 28, Series 63 and Series 65 registrations. Mr. Lako is a CERTIFIED FINANCIAL PLANNER™ Certificant. Mr. Lako began his financial career with G.W. Henssler & Associates, Ltd. in 1995. Mr. Lako is a registered representative of ALPS Distributors, Inc.
An investor should consider the investment objectives, risks, charges and expenses of The Fund carefully before investing. To obtain a prospectus containing this and other information, please call 1-800-936-FUND or click here. Read the prospectus carefully before you invest. Shares of The Fund are distributed by ALPS Distributors, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA®, Chartered Financial Analyst® and the CFA logo certification mark are trademarks owned by CFA Institute. Charterholders who fulfill the requirements of the CFA Program are granted permission, or a license, to use the marks to promote their accomplishment.