The Castle Tandem Fund is sub-advised by Tandem Investment Advisors, Inc., an independent, employee-owned investment adviser headquartered in Charleston, South Carolina. Tandem was founded in 1990 by John Carew, and in 1991 Tandem began managing the Large Cap Core strategy. The Castle Tandem Fund follows Tandem’s Large Cap Core strategy.
John B. Carew
President & Founder
38 Years of Investment Experience
William “Billy” L. Little, Jr., CFA
Senior Vice President
19 Years of Investment Experience
Benjamin “Ben” G. Carew, CFA
10 Years of Investment Experience
Jordan Watson, CFA
Associate Portfolio Manager
5 Years of Investment Experience
The investment objectives, risks, charges and expenses of Castle mutual funds must be considered carefully before investing. The prospectus for each Fund contains this and other important information about the investment company, and it may be obtained by calling 1-877-743-7820, or visiting www.castleim.com. Read it carefully before investing.