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   Will Your Investments Support You
As You Grow Older?

 
               
"Today's seniors are living longer. As their investments face the risk of rising inflation, they risk outliving their nest egg. Maintaining financial independence and living a capable life is on every senior's mind. The 'Invest Where You Spend' strategy used by Giant 5 Funds is the most logical and relevant investment platform I have seen on Wall Street."

Dan Taylor – President, Parent Care Solutions


 


You Already Buy Them, Now Own Them…

We invest in the 5 Essential Themes we believe affect your pocketbook the most. This “invest where you spend philosophy” is designed to keep you invested where the world spends its money. We believe the 5 Essential Themes are the foundational building blocks of the global investment world and should be held at all times:
 
Real Estate: where you live, work, shop and play 20%
Raw Materials: what civilizations are built with and what you eat 20%
Energy: what powers your home, car, office and world 20%
Capital Markets: global stocks of all sizes and styles 20%
Bonds: where corporations and governments borrow your money and pay you a set interest rate 20%
Total Portfolio Holdings 100%
 


 


 
 

You Save Time
1-Step Investment Process
25 Portfolios in 1 Fund
One 1099 Tax Statement


You Gain Options
Independent Fund of Funds
Unbiased access to all mutual funds


You Own the Essentials
Invest Where You Spend Strategy
Relevant Asset Allocation


You Get Dynamic Diversification
We continuously monitor and rebalance the Funds’ portfolios


You Maintain Control
Own The Essentials, Equally
Stop Guessing, Stop Gambling

 
Shareholder Benefits:
  • No Purchase Fee
  • No Redemption Fee
  • 24-hour Online Account Access
  • Live Call Center Representatives
  • One Application - $2,500 Minimum Investment
  • Same day funding and investing
  • Logical and Clear Investment Process
  • Core Portfolio Strategy
  • Independent Platform gives us unbiased access to the mutual fund universe
  • 1-Step Total Investment System
  • Global Investment Strategy
  • Invest Where You Spend Philosophy
  • Continuous Monitoring and Rebalancing
  • Veteran Investment Managers (FIVEX)
  • Cost efficient ETFs & Index Funds (INDEX)


 Investment Objective

The investment objective of the Fund is total return and is best suited to long-term investors. Our goal is to make the investment process simple and to provide our shareholders with a comprehensive investment system.
  		 
Giant 5 Funds pays Parent Care an advertising fee.
You should consider the Funds’ investment objectives, risks, charges and expenses carefully before investing. For a prospectus, which contains this and other information about the Giant 5 Funds, call 1-888-5GIANT5 or go online at www.Giant5.com. Please read it carefully before investing.
Distributor: UMB Distribution Services, LLC


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