Investors should consider the investment objective, management fees, risks, charges and expenses of the Funds carefully before investing. The Prospectus contains this and other information about the Funds. For a current Prospectus, call (888)721-4588 or email us at email@example.com. Please read the Prospectus carefully before you invest.
The Cavalier Funds are distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E Six Forks Rd, Suite 200, Raleigh, NC, 27609, (800) 773-3863. There is no affiliation between Cavalier Investments, the Investment Advisor to the Funds, including its principals, and Capital Investment Group, Inc.
*Cavalier Funds utilize both Sub-Advisers and Signal Providers in order to operate the Funds. The entities listed under *Investment Strategist Firm’ are engaged by the Funds’ Investment Adviser to provide signals. Signal Providers give guidance to the Funds’ managers on how they believe the Funds’ assets should be invested; however, they do not make any trading decisions nor do they have investment discretion over any Cavalier Fund assets. Conversely, Sub-advisers manage all or a portion of the Funds’ assets in adherence with the Funds’ investment objectives. They are delegated one or more duties by the Investment Adviser of the Funds pursuant to a sub-advisory agreement. The requirements of section 15 of the Investment Company Act of 1940, as amended, generally apply to sub-advisory agreements, and Cavalier Fund sub-advisers are considered affiliates of the Funds.