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Here you will find brochures, fact sheets and other forms.  If you would like to contact one of our Portfolio Managers or Regional Directors please call us directly at 651-424-0043.

Quarterly Fund Fact Sheet

The Covered Bridge Fund Fact Sheet provides a general overview including, fund philosophy, quarterly performance and investment holdings.

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Animal Spirits Podcast Interview: Q&A Transcript

CIO and Portfolio Manager John Schonberg, CFA had a conversation with Michael Batnick and Ben Carlson of Animal Spirits Podcast. John did a “Talk Your Book” episode on The Covered Bridge Fund. Attached you can find the transcript.

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10/28/2020 Annual Report

The annual report and Shareholder letter is written by Funds Portfolio Manager John K. Schonberg, CFA.

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Portfolio Manager 3/31/20 Commentary

Portfolio managers John Schonberg, CFA and Michael Dashner, CFA review The Funds performance in the previous quarter and discuss management strategy under the current market conditions.

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The Prospectus covers the details on the funds objectives, investment strategies, risks, performance, distribution policy, fees and expenses, and fund management.

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Semi-Annual Report

The semi-annual report and Shareholder letter is written by Funds Portfolio Manager John K. Schonberg, CFA and Michael J. Dashner, CFA. This report is as of 4/29/20.

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Statement of Additional Information

This Statement of Additional Information (“SAI”) is not a Prospectus and should be read in conjunction with the Prospectus of The Covered Bridge Fund.

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Account Application

IRA Application

IRA Transfer of Assets Form

IRA Custodial Account Agreement

Roth IRA Custodial Account Agreement

Important Risk Information:

Mutual funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Covered Bridge Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained at or by calling +1-855-525-2151. The prospectus should be read carefully before investing. The Covered Bridge Fund is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. Stonebridge Capital Advisors, LLC is not affiliated with Northern Lights Distributors, LLC. 7343-NLD-10/28/2020