
Alternative Income with Lower Beta
Contact Our TeamInvestment Objectives
Income
Seek to provide above average equity income generated from dividend paying large cap value stocks and premium collected from writing covered calls.
Reduced Risk
We believe writing covered calls on approximately half of each position could provide reduced risk to a portfolio by showing lower volatility over the long term.
Growth
Leaving approximately half of each individual position uncovered may allow for growth.
Covered Call Philosophy
The Covered Bridge Fund writes calls on approximately half of each equity investment. By doing this over the long term a portfolio may show less volatility and create more income.
Our management team is not compensated on performance relative to an index but are shareholders in the fund. This allows us to focus on delivering goals to the clients instead of taking on outsized risk in order to chase performance. As long-term investors, we understand the need for stability and income in Large-Cap investment selection.

Reasons to Consider Investing in The Covered Bridge Fund
The Covered Bridge Fund has sought to provide clients current income and realized gains from writing options with capital appreciation as a secondary objective. Click here to contact one of our team members for more information.
Reason 1
The Covered Bridge Fund’s focus on income, reduced risk and growth are built for clients seeking these solutions in a volatile market. Click here to Learn more about the Funds philosophy.
Reason 2
The Covered Bridge Fund (TCBIX) is ranked in the top 20% in the 5-year, the top 15% in the 3-year and the top 20% in the 1-year performances of its Morningstar category. Click here to learn more about the Funds statistics.
165 funds in 1 year, 103 funds in 3 year, 63 funds in 5 year Option Writing Category, rankings are based on trailing total returns, rankings based on 3 and 5 year period ending on 9/30/19.
Reason 3
The Covered Bridge Fund is managed by an experienced portfolio management team since its inception. Click here to learn more about our team.