QCI Balanced Fund Institutional Class 

This fund aims to provide a balanced investment strategy, seeking to generate consistent income and protect initial capital while also pursuing opportunities for long-term appreciation. To achieve these goals, the Advisor constructs a widely diversified portfolio. This portfolio encompasses various debt instruments, including corporate, agency, and U.S. government bonds, in addition to preferred shares, common stock primarily from large and mid-sized companies, and derivative securities. The fund's allocation is dynamic, with its equity and fixed income holdings each typically representing between 25% and 75% of its total assets.