USA Mutuals Advisors Announces Strategic Partnership with Maverick Fund Solutions

USA MUTUALS ADVISORS, INC.

The legacy of USA Mutuals is, and will continue to be, rooted in the satisfaction of the thousands of investors we’ve had the privilege to serve. Their expectations are our expectations. Their success is our success. Yes, it can, and should be, that simple
Our simple mandate: Create an environment in which the company’s goals and expectations are truly aligned with our investors.
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USA Mutuals Advisors Announces Strategic Partnership with Maverick Fund Solutions

by USA Mutuals News Share
Media
August 6, 2024

USA Mutuals Advisors, a leading investment advisory firm, announces a strategic partnership with Maverick Fund Solutions, a premier third-party wholesaler.

DALLAS, TX, USA, August 6, 2024/EINPresswire.com/ —

USA Mutuals Advisors, a leading investment advisory firm known for innovative investment strategies, proudly announces a strategic partnership with Maverick Fund Solutions, a premier third-party wholesaler. This collaboration aims to enhance the sales efforts of the USA Mutuals All Seasons Fund and Vice Fund, targeting a broader audience and designed for raising assets.

“Our partnership with Maverick Fund Solutions is pivotal in driving our growth objectives,” said Paul Strehle, President and Portfolio Manager of USA Mutuals. “Their seasoned approach to fund wholesaling will enable us to reach a wider network of financial advisors and institutional investors, aligning with our mission to deliver exceptional investment opportunities.”

Maverick Fund Solutions brings extensive experience in fund sales and marketing, having raised assets for top-tier asset managers. This partnership will utilize Maverick’s robust infrastructure to elevate USA Mutuals’ presence in the investment community.

“USA Mutuals’ innovative funds are a great fit for our strategy,” said Sam Stubbert, Co-CEO of Maverick Fund Solutions. “We are excited to collaborate and leverage our resources to drive new growth for the USA Mutuals Funds.”

This partnership underscores USA Mutual’s commitment to meeting the goals of its investors in any economic cycle and achieving capital growth through strategic collaborations.

ALL SEASONS FUND (UNAVX) OBJECTIVE: The All Seasons Fund seeks capital appreciation and capital preservation with lower volatility throughout market cycles – highly correlated with the Standard & Poor’s (“S&P”) 500® Index in bull markets, and less or negatively correlated in bear markets.

VICE FUND (VICEX) OBJECTIVE: Under normal market conditions, the Fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies that derive a significant portion of their revenues from a group of vice industries that includes the alcoholic beverages, defense/aerospace, gaming, and tobacco industries. The Fund concentrates at least 25% of its net assets in this group of four vice industries (but no more than 80% of its net assets in any single industry). “Vice industries” are those industries whose focus, in the Adviser’s assessment, may be morally questioned by members of the general public or face funding or regulatory challenges because of social disapproval. In addition, under normal market conditions, the Fund invests in at least three countries (one of which may be the United States) and invests at least 40% of its total assets at the time of purchase in non-U.S. companies.

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ABOUT USA MUTUALS

USA Mutuals aims to clearly define the fundamental expectations of each of our strategies in various market cycles. Transparent and accurate expectations evolve into predictable risk management tools, which are the foundation of our portfolio construction philosophy. For more information, please visit www.USAMutuals.com.

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ABOUT MAVERICK FUND SOLUTIONS

Maverick Fund Solutions provides third-party sales, national accounts, and engagement marketing services to asset managers. Their comprehensive approach and proven track record make them a valuable partner in achieving substantial asset growth and market presence. For more information, please visit www.MavFS.com.

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IMPORTANT RISK INFORMATION:

INVESTORS SHOULD CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES CAREFULLY BEFORE INVESTING. FOR A PROSPECTUS OR SUMMARY PROSPECTUS WITH THIS AND OTHER INFORMATION ABOUT THE FUND, PLEASE CALL 1-800-MUTUALS OR VISIT OUR WEBSITE AT WWW.USAMUTUALS.COM. READ THE PROSPECTUS OR SUMMARY PROSPECTUS CAREFULLY BEFORE INVESTING.

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. THE PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND CURRENT RETURNS MAY BE LOWER OR HIGHER. SHARE PRICES AND INVESTMENT RETURNS FLUCTUATE AND AN INVESTOR’S SHARES MAY BE WORTH MORE OR LESS THAN ORIGINAL COST UPON REDEMPTION. FOR PERFORMANCE DATA AS OF THE MOST RECENT MONTH-END PLEASE CALL 1-866-264-8783.

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Important Disclosures:

Click here for Prospectus.

The All Seasons Fund and the Vice Fund are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC. Maverick Fund Solutions is not affiliated with Northern Lights Distributors, LLC.

Media Contact:
Morgan Sanders
msanders@usamutuals.com
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USA MUTUALS
Built on a steadfast foundation of progressive investment theory, our philosophy endeavors to meet the goals of our investors in any economic cycle. Perpetually striving to transform clearly defined expectations into successful and measurable results is the bedrock of our organization.
TEXAS OFFICE

DALLAS, TEXAS

1-800-MUTUALS

© 2024 USA Mutuals

USA Mutuals | phone: 1-800-MUTUALS | email: fundinfo@usamutuals.com

USA Mutuals c/o Ultimus Fund Solutions, LLC | P.O. Box 541150 | Omaha, NE 68154 | Phone: 866-264-8783

The USA MUTUALS Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any USA MUTUALS Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Please refer to the prospectus for important information about the investment company including objectives, risks, charges and expenses. Read and consider it carefully before investing. You may also obtain a hardcopy of the prospectus by calling 866.264.8783.

Mutual fund investing involves risk; principal loss is possible. The risks associated with an investment in a Fund can increase during times of significant market volatility. Remember, in addition to possibly not achieving your investment goals, you could lose all or a portion of your investment in the Fund over long or even short periods of time. Certain stocks selected for a Fund’s portfolio may decline in value more than the overall stock market. Investments are subject to market risk, which may cause the value of the Fund’s investment to decline. Common stocks are susceptible to general stock market fluctuations and to volatile increases and decreases in value as market confidence in and perceptions of their issuers change. Investment strategies employed for a Fund may not result in an increase in the value of your investment or in overall performance equal to other investments. The Funds may use leverage, invest in derivatives and sell securities short. Leveraging may exaggerate the effect on net asset value of any increase or decrease in the market value of a Fund’s portfolio. Investing in derivatives may subject the Fund to losses if the derivatives do not perform as expected. Short sales involve selling a security that a Fund borrows and does not own. Short sales carry significant risk, including the risk of loss if the value of a security sold short increases prior to the scheduled delivery date, since a Fund must pay more for the security than it has received from the purchaser in the short sale. Futures contracts are subject to the same risks as the underlying investments that they represent, but also may involve risks different from, and possibly greater than, the risks associated with investing directly in the underlying investments. The Funds may invest in foreign securities which involve greater volatility and political, economic, and currency risks and differences in accounting methods. This risk increases with emerging markets. Small and mid-size companies involve additional risks such as limited liquidity and greater volatility.

The USA Mutuals Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Northern Lights Distributors, LLC and USA Mutuals Advisors, Inc. are not affiliated.
Mutual Capital Alliance, Inc. and Northern Lights Distributors, LLC. are not affiliated.

Past performance does not guarantee future results.