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5.630
0.000
0.00%
19/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 695.43K
Patriot Fund Class A Shares
5.630
0.000
0.00%
- Overview
- Profile
- Historical Data
- Holdings
Patriot Fund Class A Shares Overview
On this page you'll find an in-depth profile of Patriot Fund Class A Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000UIN2 among other information.
Investment Strategy
The investment seeks growth of capital. The fund primarily invests in common stocks included in the Standard and Poor's 500 Index, excluding those that fail the adviser's "patriotic" investment screen. The adviser's patriotic investment screen eliminates common stocks issued by companies doing business in nations supporting terrorism including those nations "defined by the U.S. State Department as "Terror Nations."
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| James H. Lee | Portfolio Manager | 2014 | Now |
| Biography | James H. Lee has served as the President of Ascendant Advisors Group, LLC since 2009 and serves on the Investment Committee since its inception. He is a Member, Investment Committee Member, Founder and Former President of Momentum Securities, LLC (1999-2003); and was E&Y Entrepreneur of the Year 2001. Former Chairman of the Board of Trustees, Teachers Retirement System of Texas from 2006 to 2009 and Former Trustee, Texas Growth Fund (2008-2009) and worked in The First Boston Corporation M&A Group in the early 1990s. Mr. Lee attended the University of Texas at Austin (MBA), University of Texas at Austin (BBA, Finance), and London Business School (Executive Hedge Fund Program). | ||
| Todd Smurl | President | 2012 | 2014 |
| Biography | Mr. Smurl has served as President of Ascendant Advisors, LLC and a member of its Investment Committee since December, 2010. Previously, Mr. Smurl founded Consilium Wealth Consulting, a professional services firm targeting the wealth management industry, where he served from January, 2007 to December, 2010. Prior to Consilium, Mr. Smurl was an Executive Vice President and Managing Director of Compass Bank Wealth Management Division, overseeing approximately $4 Billion of assets under management. Prior to joining Compass, Mr. Smurl was a Senior Vice President with the Private Bank at Bank of America, holding several positions including Director of Alternative Investments, Regional Investment Strategist and Portfolio Manager. Mr. Smurl holds degrees from University of Arkansas at Little Rock (MBA) and the University of Central Arkansas (BBA). Mr. Smurl also holds the Chartered Financial Analyst (CFA) designation. | ||
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