MVT Common Fund

The MVT Common Fund is a customizable global fund that is created by the financial advisors
at Mitchell, Vaught & Taylor, Inc. It is built on lessons that we have learned over more than
twenty-five years to provide you with strategies that work.

At MVT, we believe in responsible investing. The Common Fund not only aligns with MVT’s
historical principles, but also considers the growth and future of personalized, dynamic investing.
Constructing investment portfolios that are diversified and seek to preserve principal and
liquidity are key concepts.

We have partnered with Charles Schwab Corporation to provide you with our hand-picked
portfolio of Exchange-Traded Funds (ETFs) at a lower cost using digitally accessible automated
investment services. This means that you will have access to our wealth management expertise
and freedom to control how your money grows, with fewer paper forms but the same amount of
transparency. 

INVESTMENT CODE - QXHK

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An Exchange-Traded Fund (ETF) is a group of stocks or bonds that are traded on financial
exchanges just like individual stocks. This means you will have exposure to more assets and
have only one transaction fee while trading multiple assets at once. There are many kinds of
ETFs to choose from with a multitude of themes that will allow you to balance risk in addition to
being tax conscious.

Are ETFs the right vehicle for investing? We have other options, but for some clients an ETF
approach makes sense. We have attached some information on ETFs for you to watch. It will
explain ETFs and provide some basic information.

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The MVT Common Fund investment process begins when you answer a few questions about
your investment goals and preferences (such as risk tolerance). After assessing your responses,
we will work with you to create a portfolio that seeks to meet those goals while remaining true to
the firm’s philosophy.

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Environmental, Social, and Governance (ESG) principles are the criteria that govern ESG
investing. The MVT Common Fund can help you invest in companies that are making the world
a better place. These companies place importance on their environmental, social, and governance
standards. You can expand your asset allocation while also supporting positive change. 

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We seek to invest in dividend stocks that have had a track record of growing dividend yield over
the past 10-25 years. Dividend stocks may provide a recurring source of income that you can
monitor as the payments accrue to your account. Dividend investing can be a great investment
strategy over time.

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Change is the only constant in life. – Heraclitus

Stay ahead of the curve by investing in innovative companies with automated investing
automation. We have created portfolios that are comprised of companies that are considered
innovators in their fields. It can be hard to keep up with all the newest businesses, market
changes, and technologies. Let us ease that burden for you.

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Our customized portfolios are built with diversification in mind. We prepare our clients for all
market trends by making sure that they are not overexposed to high risk assets. Bonds can
provide a predictable income stream while preserving capital. We attempt to reduce the risk for
our clients who are investing for the long-term by offering access to bond ETFs.

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The idea of the Common Fund grew out of discussions with clients about the idea that we needed
to provide an investment alternative for our clients, their family members, and investors that were
new to the market, and trustees of institutional accounts who believe in the benefits of long-term
investing in domestic, international, and global markets. According to the Statista Research
Department (https://www.statista.com/statistics/278249/global-number-of-etfs/) in 2021 there
were over 8500 ETFs globally and the ETF worldwide managed assets were more than 10
trillion U.S. dollars.

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We provide value in helping investors deal with the many choices currently available. We
conduct extensive research on all of the assets in the fund while following the investment
philosophy we have used for more than two and a half decades. We do this analysis in a
disciplined, thorough, and consistent manner so that you don’t have to. 

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Disclaimer: Past performance is no guarantee of future performance. Indices are not available for
direct investment. An investment product that attempts to mimic the performance of an index
will incur expenses such as management fees and transaction costs which reduce returns. This
information is not intended as tax or legal advice. You should consult your tax and/or legal
professional regarding your specific situation.