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Set Your Investment Objectives.

Invest today to aim for your future goals.

Trust & Estate Accounts for Preserving Your Legacy

Trust or Estate accounts are investment accounts that are established with the intent to serve in the best interest of the original account holder. With the appointed Trustee managing the account, specific goals such as preserving assets for children, protecting a spouse’s financial future, preventing minors from inheriting property until they reach the mature age or gifting to charities, will be attained through this investment opportunity. Commonwealth Funds can aid in opening trust or estate accounts so you can bring it home.

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The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC. The Commonwealth Funds investment advisor is FCA Corp, a U.S. Registered Investment Advisor and Financial Planning firm established in 1975.

You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus that contains this and other information about the Fund, call 888.345.1898 or visit our website at commonwealthfunds.com. Please read the prospectus carefully before investing. The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC.

Investing involves risk, including loss of principal. Investments in international markets present special risks, including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation, and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets. There is no guarantee that this, or any, investing strategy will achieve its objectives. Diversification does not ensure a profit or guarantee against loss.