QCI Balanced Fund seeks to balance the need for current income with the opportunity for long-term principal growth while limiting overall volatility.
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In early 2014, QCI Asset Management launched the QCI Balanced Fund (ticker: QCIBX)™ , a mutual fund that invests in a broad mix of high-quality stocks, bonds, and money funds. The QCI Balanced Fund provides investors with the opportunity to easily invest in a high-quality, balanced account. Our professional managers will allocate money opportunistically between asset classes, taking into consideration market fluctuations, with the goal of balancing investors’ needs for current income with their desire for long-term principal growth.
“With today’s increasingly complex markets, choosing the correct asset allocation is a battle often lost by the investing public. For more than 30 years, our investment team has successfully navigated market cycles, reducing risk when the markets are ‘overbought’ and increasing risk exposure at opportunistic times when the market becomes ‘oversold,’” said H. Edward Shill, CFA, Chief Investment Officer and Portfolio Manager of the QCI Balanced Fund. “Until now, QCI has not served the mutual fund market place, focusing exclusively on separately managed accounts. With the new Fund, we will be able to offer our product to a broader market place that incorporates our long-standing, successful investment philosophy.”
Equity selection is based on QCI analysts’ recommendations driven by QCI’s fundamental research. QCI’s research methodology focuses on “bottom-up” analysis of each company and issuer, reviewing specific factors such as relative valuation to other securities or sectors; financial fundamentals and relative strength; recent and historical earnings growth results; sustainable competitive advantage within markets or sectors; and strategic positioning of the company or issuer relative to its peers. QCI also examines “top-down” sector and industry cyclical trends. Equity investments will consist primarily of large and mid-capitalization companies.
About QCI Asset Management and the Portfolio Managers for QCIBX
QCI Asset Management is a $3.5+ billion, independently owned, Registered Investment Advisor and Consultant based in Pittsford, NY.
Ed Shill, lead Portfolio Manager for the QCIBX fund, has primary responsibility as the Chief Investment Officer of QCI. He manages the overall investment process and equity research effort for QCI, as well as contributing as an Equity Research Analyst. Ed is also a Senior Portfolio Manager. He joined QCI in 1992 and became a Principal in 1994. Prior to that, he served as an Analyst and Portfolio Manager for Fleet/Norstar Investment Advisors. Ed is a CFA charterholder and earned a BS in Economics and Finance from SUNY Brockport in 1985 and an MS in Economics and Finance from The University Center at Binghamton in 1986.
Jerry Furciniti is a Portfolio Manager and Sr. Equity Analyst at QCI. Jerry joined QCI in 2001 after having served as an Analyst in Kodak’s Health Imaging Division. Jerry is a CFA charterholder and earned a BS from Rochester Institute of Technology in 1999, and an MBA in 2001 from the Saunders College of Business, also at Rochester Institute of Technology.
An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The Prospectus contains this and other information about the Fund. A copy of the Prospectus is available at ncfunds.com or by calling Shareholder Services at 800-773-3863. The Prospectus should be read carefully before investing.
Investments in the Fund are subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is subject to the following risks: General Market Risk, Common Stocks Risk, Large-Cap Securities Risk, Investment Advisor Risk, Small-Cap and Mid-Cap Securities Risk, Fixed Income Risk, Interest Rate Risk, Sector Risk, COVID-19 Risk, Cybersecurity Risk, Derivative Risk, Junk Bonds Risk, Options Risk, Preferred Stock Risk, and Risks Related to Investing in Other Investment Companies. More information about these risks and other risks can be found in the Fund’s Prospectus.
The QCI Balanced Fund is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E Six Forks Road, Raleigh, NC 27609. There is no affiliation between The QCI Balanced Fund, including its Principals, and Capital Investment Group, Inc. RCQCI0221001.