Internal 3



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.

Fund Fact Sheet

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

To View Click Here

Alternative Income Strategy

The Covered Bridge Fund (TCBIX) was created with the primary objective of generating income by purchasing large-capitalization dividend-paying securities and writing covered calls on approximately half of each position. This Factsheet describes how the fund operates in the current income environment.

To View Click Here

2024-3-31 Semi-Annual Letter and Report

The semi-annual Shareholder letter and report is written by the fund’s Portfolio Manager’s John Schonberg, CFA, and Michael Dashner, CFA. The Report discusses how the fund performed and what investment decisions we made in the year.

To View Click Here


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

To View Click Here

2023-9-30 Annual Report

This report provides an update on The Fund by Portfolio Managers John Schonberg, CFA and Michael Dashner, CFA.

View Report Here

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.

To View Click Here

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.

To View Click Here

Schedule of Investments

Account Application

IRA and Roth Application

SIMPLE IRA Application

Non-Qualified Transfer of Assets Form

Coverdell Education Savings Account Application

IRA Transfer of Assets Form

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.