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Archer Balanced Fund (0P000039SL)

US Funds

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17.900 +0.070 +0.39%

03/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 52.57M

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0P000039SL Overview

On this page you'll find an in-depth profile of Archer Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P000039SL among other information.

Contact Information

Address c/o Unified Fund Services Inc., P.O. Box 6110
Indianapolis,IN 46206
United States

Phone -

Web www.thearcherfunds.com

Top Executives

Name	Title	Since	Until
John Rosebrough	Senior Vice President	2010	Now
Biography	John W. Rosebrough, CFA Mr. Rosebrough joined Archer Investment Corporation in July 2010. Prior to joining Archer Investment Corporation, Mr. Rosebrough managed investment portfolios for high net worth individuals at Biechele Royce Advisors. From 2005-2009 Mr. Rosebrough served as a Portfolio Manager and Investment Analyst for Wallington Asset Management where he was a member of the Investment Committee responsible for the selection of equity and fixed income investments, was the co-manager of firm's fixed income model and served as the firm's Chief Compliance Officer. Mr. Rosebrough was a Senior Fixed Income Specialist with Schwab Capital Markets Fixed Income & Specialized Products Group from 1999-2005 and was a financial advisor with National City Investments from 1995-1999. Mr. Rosebrough graduated from Indiana University in 1995 with a degree in economics and obtained the Chartered Financial Analyst (CFA) designation in 2001.
Troy C. Patton	Managing Director	2005	Now
Biography	Troy C. Patton. As Archer Investment Corporation's founder and owner, Mr. Patton has been the Managing Director and Chief Investment Officer of the Archer Investment Corporation, the Advisor of each of the Archer Investment Series Trust portfolios for the past eleven (11) years. In that capacity, Mr. Patton directs the Fund’s day to day operations. Mr. Patton also serves as the founder and owner of Patton & Associates, LLC. Patton & Associates affiliates with CPA firms across the country and offers business valuation services to their clients. Prior to founding the advisor, Mr. Patton was the founder and president of Frontier Financial Holdings, Inc., an integrated financial services company offering investment services. Frontier managed investment portfolios, lending services, business consulting services, and traditional CPA services through an affiliated entity.
Steven Demas	Portfolio Manager	2009	2022
Biography	Mr. Demas joined the advisor in April 2009 as a portfolio manager. Mr. Demas was previously employed at Morgan Stanley, serving as a Vice President from 2000-2009 and a Sales Manager from 2007-2009 leading over 50 financial advisors. From 1994-2000, Mr. Demas was employed by Raffensberger & Hughes/National City Investments as a financial advisor. Although Mr. Demas has no prior experience managing a mutual fund, he has had substantial experience managing non-discretionary brokerage accounts. Mr. Demas graduated from Indiana University in 1989 with a business degree in marketing.

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