1<!DOCTYPE html> 2<html lang="en" class="no-js"> 3<head> 4<meta charset="utf-8"> 5<meta http-equiv="X-UA-Compatible" content="IE=edge"> 6 7<link rel="shortcut icon" href="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/favicon/HJsyE695E-favicon.ico" type="image/x-icon"> 8 9<meta name="viewport" content="width=device-width,initial-scale=1"> 10<meta http-equiv="cleartype" content="on"> 11<meta name="robots" content="noodp"> 12 13<!-- Title & Description --> 14<title>Our People â CM Funds</title> 15<meta name="description" 16content=" 17An unwavering commitment to delivering our intellectual capital along with personal service."> 18<!-- Open Graph --> 19<meta property="og:site_name" content="CM Funds"> 20<meta property="og:title" content="Our People"> 21<meta property="og:description" content=" 22An unwavering commitment to delivering our intellectual capital along with personal service."> 23<meta property="og:url" content="https://cmadvisorsfunds.com/who-we-are/our-people"> 24<meta property="og:type" content="website"> 25 26<meta itemprop="name" content="Our People"> 27<meta itemprop="description" content=" 28An unwavering commitment to delivering our intellectual capital along with personal service."> 29<meta itemprop="url" content="https://cmadvisorsfunds.com/who-we-are/our-people"> 30<!-- Twitter Card --> 31<meta name="twitter:card" content="summary_large_image"> 32<meta name="twitter:title" content="Our People"> 33<meta name="twitter:description" content=" 34An unwavering commitment to delivering our intellectual capital along with personal service."> 35 36 37<!-- Mobile App Settings --> 38 39<link rel="apple-touch-icon" href="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/favicon/HJsyE695E.png"> 40 41<meta name="apple-mobile-web-app-capable" content="yes"> 42<meta name="apple-mobile-web-app-status-bar-style" content="black"> 43<meta name="apple-mobile-web-app-title" content="Our People"> 44 45<!-- Prefetch --> 46<link rel="dns-prefetch" href="https://static.twentyoverten.com"> 47 48<style> 49@import 'https://fonts.googleapis.com/css?family=Roboto+Condensed:000,000i|Cardo:000,000i|Roboto+Slab:000,000i'; 50</style> 51<link href="/assets/frameworks/assets/dist/css/global.css" rel="stylesheet"> 52<link href="/assets/frameworks/themes/pupil/3.0.0/assets/dist/css/main.css" rel="stylesheet"> 53<link href="/assets/css/custom.css" rel="stylesheet"> 54 55 56<style> 57/*Text*/ 58h2{ 59 color:#004a64 ; 60} 61h3{ 62 color: ; 63} 64 65.btn.contact-submit{ 66 background:#004a64; 67} 68 69/*THEME*/ 70 71.hero-content { 72 background-color: rgba(0,0,0,.6); 73 padding: 2rem; 74} 75 76.callout::before { 77 background-color: #c9c9c9; 78} 79 80.callout form { 81 /*width: 75%;*/ 82 margin: 0 auto; 83} 84 85.callout .form-wrapper { 86 display: flex; 87 align-items: center; 88 justify-content: center; 89 flex-wrap: wrap; 90} 91 92.callout .form-item { 93 margin: 12px 12px; 94 width: 100%; 95} 96 97@media screen and (min-width: 820px) { 98 .callout .form-item { 99 margin: 12px 12px; 100 width: 25%; 101} 102} 103 104.callout form .btn { 105 margin-top: 24px; 106 width: 100%; 107} 108 109.callout .form-control { 110 background-color: rgba(255,255,255,.2); 111} 112 113.callout .contact-submit { 114 background-color: transparent; 115 border: 2px solid white; 116 color: white !important; 117} 118 119.callout h2, 120.callout p { 121 color: white !important; 122} 123 124@media screen and (min-width: 1000px) { 125 .padding { 126 padding: 0 64px; 127 } 128} 129 130/*HOME*/ 131 132@media screen and (min-width: 820px) { 133 .home-page .page-bg .overlay-wrapper { 134 width: 100% !important; 135 max-width: 100% !important; 136 } 137} 138 139 140@media screen and (min-width: 800px) { 141 .unique-box { 142 padding-top: 32px; 143 background-color: #ffffff; 144 box-shadow: 0 8px 12px rgba(0,0,0,.2); 145 display: flex; 146 align-items: center; 147 flex-direction: column; 148 transition: .2s ease; 149 } 150 .unique-box:hover { 151 transform: translateY(-4px); 152 cursor: pointer; 153 } 154 .values-box { 155 padding-top: 32px; 156 margin: 16px auto; 157 background-color: #ffffff; 158 box-shadow: 0 8px 12px rgba(0,0,0,.2); 159 transition: .2s ease; 160 } 161 .values-box:hover { 162 transform: translateY(-4px); 163 cursor: pointer; 164 } 165} 166 167.unique-box img, 168.values-box img { 169 height: 35px; 170 width: 35px; 171 margin-bottom: 16px; 172} 173 174.giving-list { 175 list-style: none; 176} 177 178.giving-list li { 179 background: url('https://static.twentyoverten.com/5b9ff6df4855cb59dfcd4d9e/S1seHnsFX/cheveron-right.svg') left no-repeat; 180 padding-left: 30px;
181} 182 183.giving-list li:not(:last-child) { 184 margin-bottom: 16px; 185} 186 187/* Services â Overview */ 188 189.overview .accordion { 190 box-shadow: 0 2px 4px rgba(0,0,0,.2); 191 width: 75%; 192 margin: 0 auto; 193} 194 195.overview .toggle-accordion::after { 196 display: none !important; 197} 198 199.overview .toggle-accordion { 200 display: inline-block; 201 height: 100%; 202 padding: 1rem 2rem; 203 width: 100%; 204 background-color: white; 205 color: #707070; 206 border-bottom: 2px solid #707070; 207 position: relative; 208} 209 210.overview .toggle-accordion h3 { 211 position: relative; 212} 213 214.overview .toggle-accodion h3::after { 215 content: ''; 216 position: absolute; 217 top: 0; 218 left: 0; 219 height: 25px; 220 width: 25px; 221 background-color: #707070; 222} 223 224.overview .toggle-accordion:hover { 225 background-color: #707070; 226} 227 228.overview .toggle-accordion:hover h3 { 229 color: white !important; 230} 231 232.overview .accordion-content { 233 padding: 1rem 2rem; 234 background-color: white; 235} 236 237.overview hr { 238 height: 4px; 239 width: 100%; 240 background-color: rgba(112,112,112,.6); 241 margin: 5rem auto 3rem auto; 242} 243 244/*Investment Management*/ 245 246.investment-management .main-content img { 247 margin-top: -50px !important; 248} 249 250.investment-management .main-content h3 { 251 position: relative; 252 z-index: 9; 253} 254 255/*Insights*/ 256.insights .has-search nav { 257 font-size: 130% !important; 258} 259 260.insights .form-wrapper button { 261 font-size: 91% !important; 262} 263 264/*OTHER STUFF*/ 265 266.chevron-down { 267 height: 32px; 268 width: 32px; 269 margin-bottom: 16px; 270} 271 272.step-title { 273 margin-bottom: 16px; 274} 275 276.step-description { 277 width: 80%; 278 margin: 0 auto 16px auto; 279} 280.client-portals .btn{ 281 margin-top:20px; 282} 283.client-portals { 284 display: flex; 285 flex-direction: column; 286 align-items: center; 287 justify-content: center 288 overflow: hidden; 289 padding: 64px 32px; 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background-position: center center; background-repeat: no-repeat; background-attachment: scroll; background-size: cover;"> 573</div> 574 575 576<div class="overlay"> 577<div class="container"> 578<div class="hero-content" 579data-location="hero_content" data-id="6a84bdab0cc392a80afe660c" data-type="hero"> 580<h1 style="text-align: center;"><strong>OUR PEOPLE</strong></h1><h3 style="text-align: center;"><em>An unwavering commitment to delivering our intellectual capital along with personal service.</em></h3> 581</div> 582</div> 583</div> 584</div> 585</div> 586 587<div class="content-wrapper"> 588 589 590<section id="members-list"> 591<div class="members-wrapper"> 592 593<div class="member-item has-thumb show-5-up"> 594 595<a href="#" class="open-overlay"> 596 597 598<figure class="thumbnail"> 599<img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/dg-tgokE_zu/JamesBrilliant.jpg" alt="James Brilliant, CFA® Photo"> 600 601 602<div class="overlay"> 603<span class="read-bio">Read Bio</span> 604</div> 605 606</figure> 607 608 609<header class="member-header"> 610<h3>James Brilliant, CFA®</h3> 611 612<div class="member-title">Chairman, Chief Investment Officer, Portfolio Manager</div> 613 614</header> 615 616</a> 617 618 619<div class="member-content overlay-content"> 620 621<button class="close-overlay">Close</button> 622 623<div class="overlay-content-wrapper"> 624<div class="row"><div class="col-xs-12 col-sm-6"><img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/OuXRlsrG72-/JamesBrilliant.jpg" style="width: 90%;" class="fr-fic fr-dib"></div><div class="col-xs-12 col-sm-6"><h3><strong>James Brilliant, CFA</strong>®</h3><h3>Chairman, Chief Investment Officer, Portfolio Manager</h3><p><br></p><p>Jim joined Century Management in 1987 and earned his Chartered Financial Analyst® (CFA®) designation in 1992. Over the years he has served in the role of research analyst, portfolio manager, and is now the firmâs co-chief investment officer (co-CIO). As co-CIO, Jim helps to oversee the firmâs various investment strategies, along with providing leadership regarding investment themes, portfolio allocations, and macroeconomic guid
624ance. </p><p>With years of leadership in portfolio management, Jim has a deep understanding of the equity market as well as fixed income securities. He currently serves as chairman of the CM Advisors Family of Funds Board of Trustees and is the lead portfolio manager for the CM Advisors Fixed Income Fund (CMFIX). </p><p>Jim has been quoted by or contributed to numerous publications such as: </p><ul type="disc"><li>Bloomberg (TV & Radio)</li><li>Wall Street Journal</li><li>Barronâs</li><li>Forbes</li><li>BusinessWeek</li><li>Graham and Doddsville blog</li><li>Outstanding Investor Digest</li></ul>Jim has been married to his wife Stacie since 1992 and they have two adult children. He loves sports, is a Chicago Bears fan, and over the past few years has run the Chicago Marathon and several half marathons.<p><br> 625</p></div></div> 626</div> 627</div> 628 629 630</div> 631 632<div class="member-item has-thumb show-5-up"> 633 634<a href="#" class="open-overlay"> 635 636 637<figure class="thumbnail"> 638<img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/UGhygdPQMLj/ArnoldVanDenBerg.jpg" alt="Arnold Van Den Berg Photo"> 639 640 641<div class="overlay"> 642<span class="read-bio">Read Bio</span> 643</div> 644 645</figure> 646 647 648<header class="member-header"> 649<h3>Arnold Van Den Berg</h3> 650 651<div class="member-title">Portfolio Manager, Principal</div> 652 653</header> 654 655</a> 656 657 658<div class="member-content overlay-content"> 659 660<button class="close-overlay">Close</button> 661 662<div class="overlay-content-wrapper"> 663<div class="row"><div class="col-xs-12 col-sm-6"><img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/7f2DP8YIfQI/ArnoldVanDenBerg.jpg" class="fr-fic fr-dii"></div><div class="col-xs-12 col-sm-6"><h3><strong>Arnold Van Den Berg</strong></h3><h3>Portfolio Manager, Principal</h3><p><br></p><p>Arnold founded Century Management in 1974. He serves as the company's CEO. Active in managing investment strategies for the firm, Arnold is the lead portfolio manager for the CM Value I (All-Cap Value) separate account strategy and for all of the balanced separate account strategies. He is the co-portfolio manager for the CM Fixed Income separate account strategy and the CM Advisors Fixed Income Fund (CMFIX).<a href="https://centman.com/who-we-are/our-people#linkedin" target="_blank"></a><a href="https://centman.com/who-we-are/our-people#twitter" target="_blank"></a></p><p>Arnold's accomplishments in the world of investing have been recognized by many:</p><ul><li>Featured in the Epilogue of <em>Richer, Wiser, Happier: How the World's Greatest Investors Win In Markets and Life</em> by William Green</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Included in <em>The Great Minds of Investing</em>, Profiles by William Green, Photographs by Michael OâBrien</li><li>Featured in <em>The World's 99 Greatest Investors: The Secret of Success</em> by Magnus Angenfelt, 2013 (pp 226-227)</li><li>Included on the list of "SuperInvestors" on the <a href="http://www.grahamanddoddsville.net/?page_id=933" rel="noopener noreferrer" target="_blank">Graham and Doddsville blog</a></li><li>Featured on the list of investment gurus on <a href="http://www.gurufocus.com/ListGuru.php" rel="noopener noreferrer" target="_blank">GuruFocus.com</a>.</li><li>Interviewed, quoted and referenced by numerous publications such as:<ul><li>Outstanding Investor Digest</li><li><a href="http://seekingalpha.com/" rel="noopener noreferrer" target="_blank">Seeking Alpha</a></li><li>Outlook Profit Magazine (India)</li><li><a href="http://www.managerreview.com/index.php" rel="noopener noreferrer" target="_blank">Money Manager Review</a></li><li><a href="http://www.nasdaq.com/" rel="noopener noreferrer" target="_blank">NASDAQ.com</a></li><li><a href="http://www.forbes.com/" rel="noopener noreferrer" target="_blank">Forbes.com</a></li><li><a href="http://www.bizjournals.com/austin/" rel="noopener noreferrer" target="_blank">Austin Business Journal</a></li></ul></li></ul><p>While Arnold has no formal college education, his rigorous self-study, tremendous dedication, and years of industry experience are the foundation of his extensive market knowledge. He began in the industry working for several financial services companies. However, he quickly found that he didnât always agree with leadership and he wanted to be in a business that he loved at a place that he believed in. Wanted to make his own decisions, Arnold formed Century Management in 1974.</p><p>Involved in research and strategies of advising clients on how to meet their financial goals. He has found in this business that there are many other things he consults on beyond investments. He considers this business not just wealth management but life management as a good advisor also becomes involved in health, wealth, and lifestyle issues.</p><p>He is a lifelong student of the financial services business. It has also led him into studying many other fields, not just financial services including philosophy, psychology, studying the subconscious mind, and spiritual matters.</p><p>His childhood years, in the 1940s, were filled with angst. He and his family were living in Holland, just down the street from Anne Frank. Taken over by the Germans, both of Arnoldâs parents survived Auschwitz. However, a 19-year-old girl saved Arnold by miraculously sneaking him through the German lines. Today Arnold shares his story by speaking at schools on his experiences growing up, being a holocaust survivor, and helping young people learn from those who have been through tough times. </p><p>Arnold is a vegetarian, active in yoga, and spends time with his wife, their three children and seven grandchildren.</p></div></div> 664</div> 665</div> 666 667 668</div> 669 670<div class="member-item has-thumb show-5-up"> 671 672<a href="#" class="open-overlay"> 673 674 675<figure class="thumbnail"> 676<img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/k9x6pvfNdkz/BillBrilliant.jpg" alt="Bill Brilliant Photo"> 677 678 679<div class="overlay"> 680<span class="read-bio">Read Bio</span> 681</div> 682 683</figure> 684 685 686<header class="member-header"> 687<h3>Bill Brilliant</h3> 688 689<div class="member-title">Portfolio Manager, Trader</div> 690 691</header> 692 693</a> 694 695 696<div class="member-content overlay-content"> 697 698<button class="close-overlay">Close</button> 699 700<div class="overlay-content-wrapper"> 701<div class="row"><span class="delete-row"></span> 702 <div class="col-xs-12 col-sm-6"> 703 <h2><img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/2qmLeGuwVqM/BillBrilliant.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center;"></h2> 704 </div> 705 <div class="col-xs-12 col-sm-6"> 706 <h3><strong>Bill Brilliant</strong></h3><h3>Fixed Income Analyst, Trader</h3><p><br></p><p>
706As a fixed income analyst, Bill specializes in assessing the value and performance of debt instruments. Bill is also a fixed income portfolio manager for the separately managed client accounts and serves as a member of the CM trading team. Before becoming a fixed income analyst, he was an advisor working with new clients at Century Management from 2003 to 2009 and as a relationship manager from 2002 until present.</p><p>Prior to joining Century Management in 2002, Bill was a business owner and foreman where he supervised teams on large commercial and residential sites. Bill attended St. Louis University Parks College with focused studies on engineering.</p><p>Bill and his wife have been married for over 30 years. They have a daughter who lives in the Austin area. They enjoy reading, cooking and spending time outdoors with their pets. Additionally, he enjoys spending some free time on classic auto restoration.</p><p><br></p></div></div> 707</div> 708</div> 709 710 711</div> 712 713<div class="member-item has-thumb show-5-up"> 714 715<a href="#" class="open-overlay"> 716 717 718<figure class="thumbnail"> 719<img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/Dp8TgxCf_7t/Scott.jpg" alt="Scott S. Van Den Berg, CFP®, ChFC®, CEPA®, AIF®, CRPS®, CMFC®, AWMA® Photo"> 720 721 722<div class="overlay"> 723<span class="read-bio">Read Bio</span> 724</div> 725 726</figure> 727 728 729<header class="member-header"> 730<h3>Scott S. Van Den Berg, CFP®, ChFC®, CEPA®, AIF®, CRPS®, CMFC®, AWMA®</h3> 731 732<div class="member-title">Secretary, Treasurer</div> 733 734</header> 735 736</a> 737 738 739<div class="member-content overlay-content"> 740 741<button class="close-overlay">Close</button> 742 743<div class="overlay-content-wrapper"> 744<div class="row"><div class="col-xs-12 col-sm-6"><img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/yGovBWC45Sz/Scott.jpg" class="fr-fic fr-dii"></div><div class="col-xs-12 col-sm-6"><h3><strong>Scott S. Van Den Berg, CFP®, <strong>ChFC®, CEPA</strong></strong>®<strong><strong>, </strong><strong>AIF®, </strong>CRPS<strong>®</strong>, CMFC<strong>®</strong>, AWMA<strong>®</strong></strong></h3><h3>Secretary, Treasurer</h3><p><br></p><p>Growing up in the financial services industry, Scott had observed and listened to his father â<u> </u><a href="https://cmadvisorsfunds.com/who-we-are/our-people"><u>Arnold Van Den Berg</u></a> - discussing stocks, bonds, and the financial markets since he was young. This early education led him to a lifetime of learning and caring about helping people achieve financial success.</p><p>Starting his career in real estate, Scott later joined his father at Century Management in 1993 where he learned and advanced by occupying every position in the company prior to taking on a leadership role. Today Scott is President of the firm and co-portfolio manager. Scott also serves as secretary and treasurer for the CM Advisors Family of Funds.</p><p>A perpetual student, Scott holds multiple industry specializations and designations. He attended Glendale College and California State University at Northridge on a track and field scholarship, focusing his studies on Finance.</p><p>Designations:</p><ul style='box-sizing: border-box; margin: 0px 0px 1.5rem 1.5rem; padding: 0px 0px 0px 1.5rem; list-style: disc; overflow-y: visible !important; color: rgb(112, 112, 112); font-family: "Roboto Slab", Helvetica, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Certified Financial Planner® - CFP®</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Chartered Financial Consultant® - ChFC® </li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">
744Certified Exit Planning Advisor® - CEPA®</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Accredited Investment Fiduciary® - AIF®</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Chartered Retirement Plans Specialist â CRPS®</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Chartered Mutual Fund Counselor â CMFC®</li><li style="box-sizing: border-box; line-height: 1.75; overflow-y: visible !important;">Accredited Wealth Management Advisor â AWMA®</li></ul><p>Scott and his wife Kelly have been married since 2022. They each have three adult children and two grandchildren from former marriages. They treasure family vacations. Israel, Italy, Spain, Caribbean Islands, Hawaii, Napa Valley, Alaska, and Disney World are some of their favorite destinations. They also believe in giving back to the community. They help support Helping Hand Home, a local orphanage for abused children, Center For Child Protection, Make A Wish Foundation, and several military and veteran charitable organizations such as Wounded Warrior Project, Tunnels to Towers, and the Navy SEAL Foundation.</p></div></div> 745</div> 746</div> 747 748 749</div> 750 751<div class="member-item has-thumb show-5-up"> 752 753<a href="#" class="open-overlay"> 754 755 756<figure class="thumbnail"> 757<img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/wmojDSVlZ9a/LisaStroud.jpg" alt="Lisa Stroud, IACCP® Photo"> 758 759 760<div class="overlay"> 761<span class="read-bio">Read Bio</span> 762</div> 763 764</figure> 765 766 767<header class="member-header"> 768<h3>Lisa Stroud, IACCP®</h3> 769 770<div class="member-title">Chief Compliance Officer</div> 771 772</header> 773 774</a> 775 776 777<div class="member-content overlay-content"> 778 779<button class="close-overlay">Close</button> 780 781<div class="overlay-content-wrapper"> 782<div class="row"><span class="delete-row"></span> 783 <div class="col-xs-12 col-sm-6"> 784 <h2><img src="https://static.twentyoverten.com/5c9a20d53e5145205c7677f0/xytw8u1yVl-/LisaStroud.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center;"></h2> 785 </div> 786 <div class="col-xs-12 col-sm-6"> 787 <h3><strong>Lisa Stroud, IACCP<sup>®</sup></strong></h3><h3>Chief Compliance Officer</h3><p><br></p><p>In the industry since 1994, Lisa joined Century Management in 2002. She finds the firmâs family-like culture and commitment to clients an industry differentiator.</p><p data-empty="true">As the Chief Compliance Officer, Lisaâs duties include, but are not limited to, administering the Advisorâs policies and procedures, reviewing and updating the Advisorâs internal trading policies and procedures on an annual basis, and implementing any additional procedures as may be necessary to ensure complete and proper adherence to the Advisorâs internal trading policies and procedures.</p><p data-empty="true">Prior to joining Century Management, Lisa worked for Charles Schwab & Company as a client service representative, for AIM Investments in their operational trading department, and as a portfolio accounting supervisor at Beutel Goodman Capital Management.</p><p data-empty="true">Lisa graduated from the University of Houston, Clear Lake, with a BS in Psychology and Sociology.</p><p data-empty="true">Designation:<br> ⢠Investment Adviser Certified Compliance Professional® (IACCP®)</p><p data-empty="true">Lisa has been married for over 20 years. She and her husband have two sons who are extremely active in sports and enjoy attending a constant stream of their friendsâ birthday parties.</p> 788 </div> 789 </div><p><br></p> 790</div> 791</div> 792 793 794</div> 795 796</div> 797</section> 798 799</div> 800<footer class="footer" role="contentinfo"> 801<div class="footer-wrapper"> 802<div class="container"> 803<div class="footer-content" data-location="footer" data-id="6a84bdab0cc392a80afe660c" data-type="footer"> 804<div class="row"><span class="delete-row"></span> 805<div class="col-xs-12 col-sm-5 col-md-4"> 806<aside class="sidebar sidebar-left"> 807 808<h4>CM fund advisors</h4> 809 810<p>805 Las Cimas Parkway, Suite 305 811<br>Austin, Texas 78746</p> 812 813<h4>CONTACT</h4> 814 815<p>Telephone: 512-329-0050 816<br>Fax: 512-329-0816 </p> 817</aside> 818</div> 819<div class="col-xs-12 col-sm-7 col-md-8"> 820 821<h3>Sign Up For Updates</h3> 822<form class="form minimal contact-form" novalidate="novalidate"><span class="delete-contact-form"></span> 823<span class="mask-contact-form" contenteditable="false"></span> 824<div class="form-wrapper"> 825<div class="form-item form-fit"> 826<input type="email" name="contact[email]" class="form-control" placeholder="Email Address"> 827</div> 828<div class="form-item"> 829<button class="btn contact-submit" data-submit-text="Sending..." type="submit">Join</button> 830</div></div> 831</form> 832 833<h3>FINRA's BrokerCheck</h3> 834 835<p>Check the background of Ultimus Fund Distributors, LLC on FINRA's <strong><a class="outward" href="http://brokercheck.finra.org/" rel="noopener noreferrer" target="_blank">BrokerCheck</a></strong> </p> 836</div></div> 837 838<p class="disclaimer">Investing involves risk, including loss of principal. There is no guarantee that the Funds will meet their investment objectives. Value investing involves the risk that an investment made in undervalued securities may not appreciate in value as anticipated or remain undervalued for long periods of time. Fixed income investments are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. In general, as prevailing interest rates rise, fixed income securities prices will fall.</p> 839 840<p class="disclaimer"><strong>An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available by calling 1-800-664-4888 or writing the advisor at 805 Las Cimas Parkway, Suite 305, Austin, Texas 78746. You may also call the Fund directly at 1-888-859-5856. The prospectus should be read carefully before investing.</strong></p> 841 842<p class="disclaimer">The information presented on this page is not an offer to sell or a solicitation of an offer to purchase the Fund. While Fund performance is compared to an index, it is not possible to invest in an index.</p> 843 844<p class="disclaimer">Distributed by Ultimus Fund Distributors, LLC. 225 Pictoria Drive, Suite 450,
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