Company Information

The professionals at McCarthy Group Advisors, L.L.C., the Fund's investment advisor, have an average of 22 years of investment and financial management experience. This is an experienced, professional team focused on our clients as our first priority.

RICHARD L. JARVIS, Chief Investment Officer
Over 20 Years of Investment Management Experience
In 1987, Rich founded the firm that is now McCarthy Group Advisors, L.L.C. (MGA). Rich is a Partner and has served as Chief Investment Officer for over 20 years. He earned his bachelor's degree in Accounting from Northwest Missouri State University. Rich is the portfolio manager for the McCarthy Multi-Cap Stock Fund and is lead portfolio manager for two of MGA's separate account strategies. Rich participated on a committee that amended the Nebraska Insurers Investment Act. Prior to the founding of the predecessor firm to MGA, Rich was a partner in a CPA firm where his areas of expertise were income taxation and management advisory services.

ART N. BURTSCHER, Chairman
Over 30 Years of Financial Management Experience
Art joined McCarthy Group Asset Management, the predecessor to McCarthy Group Advisors, L.L.C., as its chief executive officer in 2000. For 30 years, Art has worked in banking, serving 13 years as the President of Great Western Bank. Art’s investment management experience has included serving on investment and trust advisory committees of financial institutions, and he was the founder and manager of a group of investment representatives. Art is active in a variety of community organizations and holds a bachelor’s degree from Ft. Hays (Kansas) State University and The Graduate School of Mortgage Banking, Mortgage Bankers Association of America. He is on the Board of Directors for NovaStar Financial (NFI), Spectrum Bancorporation (SBK A and SBK B), Great Western Bank, National Information Consortium (NIC), and The SilverStone Group.

RODNEY D. CERNY, CFA, Senior Vice President and Partner
Over 30 years of Investment Management Experience
Rod joined McCarthy Group Advisors, L.L.C. in August, 2005. Prior to this, Rod spent over 18 years at Kirkpatrick Pettis, the most recent 10 years as president of Kirkpatrick Pettis Investment Management, a Kirkpatrick Pettis affiliate. Rod is a CFA charterholder, a member of the Association of Investment Management and Research, and a past director of the Omaha-Lincoln Society of Financial Analysts.

ANDREA P. MCMAHON, CFA, Managing Director
Over 20 years of Investment Management Experience
Andrea joined McCarthy Group Asset Management, the predecessor to McCarthy Group Advisors, L.L.C., in 1998 following a 10-year career with another local investment advisory firm. She is primarily responsible for trading and compliance and is a member of the firm's Asset Allocation Committee and Equity Team. Andrea earned her bachelor's degree from the University of Nebraska at Omaha in 1985 and received the Chartered Financial Analyst designation in 1994.

Michael Wall, Equity Analyst
Mike joined McCarthy Group Advisors, L.L.C. in June, 2004. Prior to this, he worked as a portfolio accountant for State Street Bank in Kansas City, Missouri, and as a client relationship manager for The SilverStone Group. Mike has a Bachelor's Degree from Concordia University in Seward, Nebraska, and a MBA from the University of Nebraska at Omaha.

Past performance does not guarantee future results.

Mutual fund investing involves risk; principal loss is possible. The Fund may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.

The Fund is distributed by Quasar Distributors, LLC.

The McCarthy Multi-Cap Stock Fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be accessed by clicking on the Prospectus link in the menu to the left. You may also call 866-811-0228 for a hardcopy version. Read it carefully before investing.