The Team

  • Art DeGaetano

    CIO & Founder

    Chief Investment Officer & Founder

  • Stephen Selver

    Chief Executive Officer

    Chief Executive Officer

  • William Nieporte

    Co-Founder, Sr. Managing Member & CCO

    Chief Compliance Officer

  • Gina Cifello

    Chief Financial Officer

    Chief Financial Officer

  • Kevin Jester

    Chief Operating Officer

    Chief Operating Officer

  • Derek Pines

    Portfolio Manager & Analyst

    Portfolio Manager & Analyst

  • Paul van Lingen

    Sr. Portfolio Manager

    Sr. Portfolio Manager

  • Michael Hirschfield, CFA

    Portfolio Manager & Analyst

    Portfolio Manager & Analyst

  • Ara Balabanian

    Portfolio Manager & Analyst

    Portfolio Manager & Analyst

  • Steven Carhart, CFA

    Portfolio Manager & Analyst

    Portfolio Manager & Analyst

  • Laura Simione

    Managing Director

    Managing Director

  • Nicolas Amato, CFA, CAIA

    Managing Director

    Managing Director

  • Jeff Leschen

    Managing Director

    Associate Director

  • Justin Byrnes

    Senior Portfolio Analyst

    Senior Portfolio Analyst

  • Jennifer Huynh

    Credit Analyst

    Credit Analyst

  • Scott Cowin

    Director

    Director

  • John Wasilewski

    Executive Director

    Executive Director

  • Brittney VanCalcar

    Associate

    Associate

  • Martin Burke

    Executive Director

    Executive Director

  • Joshua Bubbs

    Executive Director

    Executive Director

  • Malcolm Selver

    Managing Director

    Managing Director

  • Roderick Jones Jr.

    Associate

    Associate

  • Edward Lockwood

    Associate

    Associate

  • Shannon Ruiz

    Associate

    Associate

  • Michael Aliberti

    Associate

    Associate

Consultants

  • Woody Forns, CPA, CGMA

    Consultant

    Consultant

  • Sean Wilke

    Compliance Consultant

    Compliance Consultant

DISCLOSURE


The 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 obtained here or by calling (877) 272-6718. Read it carefully before investing.

Mutual fund investing involves risk. Principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. The fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater in emerging markets. Closed-end funds and ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of the shares may trade at a discount to its net asset value (“nav”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a funds ability to sell its shares. In addition, the fund may incur higher expenses than if the fund did not invest in these types of securities. The fund may make short sales of securities, which involves the risk that losses may exceed the original amount invested

Bramshill investments, LLC is the investment adviser to the fund. The fund is distributed by Quasar Distributors, LLC.

*Morningstar Rating is for the Institutional Shares; other classes may have different performance characteristics. The Bramshill Income Performance Fund was rated against the following numbers of US Fund Nontraditional Bond funds over the following time period: 4 Stars (270 funds rated in the category) for the 3 year period ended March 31, 2021; Past performance is no guarantee of future results.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.©Morningstar 2020. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied, adapted or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information, except where such damages or losses cannot be limited or excluded by law in your jurisdiction. Past financial performance is no guarantee of future results.

The Bramshill Funds are offered only to United States residents, and information on this site is intended for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.