October 12, 2009 09:00 ET

Lacerte Capital Launches the Lacerte Guardian Fund

Large-Cap Equity Mutual Fund Utilizes Put Options to Limit Risk and Enhance Return

DALLAS, TX--(Marketwire - October 12, 2009) - Lacerte Capital Advisers, L.L.C., an innovative large-cap equity investment management firm with a protective approach, is excited to announce the launch of its product, The Lacerte Guardian Fund (Symbols: LGFIX (inst.), LGFRX (retail). The Guardian Fund invests in S&P equity indexes, complemented with select S&P equities that are protected with put options 100% of the time. Through the use of protective put options, the Fund allows for enhanced performance and limited risk.

"The Lacerte Guardian Fund reflects precisely our mission to offer prudent exposure to the equity markets, with a long-only and unleveraged strategy," said Doug Wynn, President, Lacerte Capital Advisers, L.L.C. "By using put options to limit risk and capitalize on volatility, we are responding to the increasing demand among today's financial planners and their clients for a more protected approach to investing in equities."

The investment objective of The Lacerte Guardian Fund is to seek long-term growth from both equity appreciation and option proceeds. In addition to using protective puts, the Fund manages its positions using proprietary technical models and position economics. Unique value propositions of the Fund include:

--  Enhanced Performance Potential -- Volatility is positioned to be
--  Hedged Equity -- Portfolio is protected with put options, 100% of the
--  Simplicity -- The sophistication of a hedge fund strategy in a mutual
--  No Leverage -- No margin leverage is employed.
--  No Shorting -- Stocks are not sold short.

"Financial planners and investors are seeking products that offer a more definitive approach to managing risk amid these volatile times," Wynn continued. "With the Guardian Fund, we believe we've developed a new large-cap strategy with the potential to offer the best of both worlds -- enhanced performance and reduced volatility, all in the simple and accessible structure of a mutual fund."

To request more information on Lacerte Capital and The Lacerte Guardian Fund, or to speak with Doug Wynn, please contact Katrine Winther-Olesen at 973.400.1341 or katrine@jcpublicrelations.com.

Mutual funds involve risk including the possible loss of principal

Investors should carefully consider the investment objectives, risks, charges and expenses of The Lacerte Guardian Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 214-922-9211. The prospectus should be read carefully before investing. The Lacerte Guardian Fund is distributed by Northern Lights Distributors, LLC member FINRA/SIPC.

The information contained in this document is CONFIDENTIAL. It is intended for the use of the person to whom it is given and is not to be reproduced or redistributed. This document is for information purposes only and should not be construed as legal, tax, investment or other advice. This presentation is not an offer to sell or a solicitation of an offer to buy an interest in the Fund. Such an offer may only be made after you receive the Fund's prospectus and have had the opportunity to review its contents. This presentation does not include certain information that should be considered relevant to an investment in the Fund, including, but not limited to, significant risk factors and complex tax considerations. For more information, please refer to the Fund's Prospectus and read it carefully before you invest

About Lacerte Capital Advisers, L.L.C www.lacerteguardianfund.com

Lacerte Capital Advisers, L.L.C., is an innovative, large-cap equity investment management firm with a protective approach. Lacerte specializes in utilizing protective put options in order to limit risk and enhance return, making sophisticated investment strategies available to financial advisors, institutions and individual investors. The Lacerte Guardian Fund (LGFRX) invests in S&P equity indexes, complimented with select S&P equities that are protected with put options 100% of the time. Its unique strategy offers prudent exposure to the equity markets in a long-only and unleveraged vehicle. By pursuing long-term growth from equity appreciation and option proceeds, Lacerte provides a new way to invest in large-cap equities in the simple and accessible structure of a mutual fund.


Contact Information

  • Contact:
    Katrine Winther-Olesen
    JCPR, Inc.
    Email Contact