About SPEND LIFE WISELY® Funds Investment Trust
For over a decade, the SPEND LIFE WISELY® Funds Investment Trust has served as a platform for mutual funds and exchange traded funds that primarily cater to institutional investors and their clients. The SPEND LIFE WISELY® Trust is dedicated to providing an offering of investment strategies to meet the diverse goals of individual clients, and provide exposure to the extensive institutional experience of its managers. Currently, the SPEND LIFE WISELY® Funds Investment Trust is actively offering investment within two mutual funds: Ranger Small Cap Fund and Ranger Micro Cap Fund.
INVESTMENT ADVISOR
Ranger Investment Management is a boutique manager specializing in small- and micro-cap U.S. growth strategies. The Advisor seeks to invest in companies with sustainable competitive advantages, durable business models and capable management teams that are often uncovered by Wall Street.
INVESTMENT STRATEGY
The Ranger Small Cap Fund (RFISX) seeks long term capital appreciation by investing in growth-oriented U.S. exchange traded equities of small capitalization companies. Ranger’s investment team further seeks to capture and compound returns, manage risk and preserve capital by employing a disciplined, consistent approach to both security selection and risk management. The investment team searches for quality growth companies by implementing a bottom-up, fundamental research driven security selection process. The focus in the research process is on identifying small capitalization U.S. equities characterized by accelerating revenue and earnings growth, high recurring revenues, strong balance sheets and free cash flow generation.
FUND TERMS
Investment Type:
Equities – U.S. Small Cap Growth
Portfolio Manager:
W. Conrad Doenges
Andrew Hill
Joseph LaBate
Brown McCullough
Fund Inception Date:
September 29, 2011
Institutional Class
Ticker Symbol: RFISX
CUSIP: 75281Y 206
Adviser Inception Date:
October 17, 2002
Investment Approach:
Bottom-up, Fundamental Research
INVESTMENT ADVISOR
Ranger Investment Management is a boutique manager specializing in small- and micro-cap U.S. growth strategies. The Advisor seeks to invest in companies with sustainable competitive advantages, durable business models and capable management teams that are often uncovered by Wall Street.
INVESTMENT STRATEGY
The Ranger Micro Cap Fund (RFIMX) seeks long term capital appreciation by investing in growth-oriented U.S. exchange traded equities of micro capitalization companies. Ranger’s investment team further seeks to capture and compound returns, manage risk and preserve capital by employing a disciplined, consistent approach to both security selection and risk management. The investment team searches for quality growth companies by implementing a bottom-up, fundamental research driven security selection process. The focus in the research process is on identifying micro capitalization U.S. equities characterized by accelerating revenue and earnings growth, high recurring revenues, strong balance sheets and free cash flow generation.
FUND TERMS
Investment Type:
Equities – U.S. Micro Cap Growth
Portfolio Manager:
W. Conrad Doenges
Andrew Hill
Joseph LaBate
Brown McCullough
Fund Inception Date:
June 6, 2018
Institutional Class
Ticker Symbol: RFIMX
CUSIP: 75281Y404
Adviser Inception Date:
October 17, 2002
Investment Approach:
Bottom-up, Fundamental Research
HOW TO INVEST
SPEND LIFE WISELY® Funds Investment Trust are distributed by Arbor Court Capital, LLC, and available for purchase via:
Mutual Shareholder Services
Independent Adviser Brokerage Networks
Financial Intermediaries
Mutual Shareholder Services
To invest in the SPEND LIFE WISELY® Funds Investment Trust, please contact Mutual Shareholder Services at (866) 458-4744 or send a request to: [email protected]. In addition, the mailing address for Mutual Shareholder Services is:
SPEND LIFE WISELY® Funds Investment Trust
c/o Mutual Shareholder Services
8000 Town Centre Drive, Suite 400
Broadview Heights, Ohio 44147
Independent Adviser Brokerage Networks
Here you will find a list of brokerage firms currently offering SPEND LIFE WISELY® Funds Investment Trust for Registered Investment Advisors (RIA) and Institutions. Please contact the brokerage firm of your choice for additional information concerning:
- Varying closing times within each particular brokerage firm
- Some brokerage firms may impose transaction fees. It is important to note Ranger does not impose transaction
- Minimum purchases and share class availability may vary within brokerage firms
The listing of brokerage firms is provided solely for informational purposes and is neither a recommendation nor a solicitation by Ranger to utilize the services of any brokerage firm.
Ranger is not affiliated with the brokerage firms and neither sponsors nor endorses any particular brokerage firm or investment strategy.
Charles Schwab
Fidelity
Pershing
Financial Intermediaries
If you are a representative with a broker dealer or independent firm, please email us at [email protected] or call us at (214) 871-5206 to determine if Ranger has an agreement with your firm or to request one.
Mutual fund investing involves risk. Such risks associated with the Ranger Small Cap Fund and the Ranger Micro Cap Fund (together, the “Ranger Funds”) as well as applicable investment objectives, charges and expenses must be considered carefully before investing. This and other important information about the Ranger Funds is found in the Prospectus, a copy of which may be obtained by clicking here or by contacting Mutual Shareholder Services at (866) 458-4744. We encourage you to read the prospectus carefully before investing.