Dear Investment Clients:


Below is the Archer Investment performance for year-to-date through September 30, 2015. We also list 2013 and 2014 for comparison. The top section shows investment returns for actively managed portfolios by our fund managers, Archer Investment Company. The lower section shows Archer Balanced Fund, Income Fund, and Stock Fund..
 

  Actively Managed Accounts 2013 2014 2015 YTD
  Aggressive 23.29% 7.62% -6.53%
  Moderate Aggressive 19.54% 9.36% -5.24%
  Moderate 15.45% 7.92% -3.59%
  Income & Growth 10.00% 7.43% -2.41%
  Conservative 6.94% 6.82% -2.12%

 

 

   Archer Funds 2013 2014 2015 YTD
  Archer Balanced Fund 18.92% 14.33% -3.62%
  Archer Income Fund -3.10% 5.72% -0.05%
  Archer Stock Fund 33.30% 10.04% -6.18%


As commentary for the 3rd quarter, we would emphasize that global equity markets were highly volatile. The S&P 500 Index fell approximately 11%, which would be the first 10% correction in U.S. stocks in the past four years. Some of these results have reversed since the end of the 3rd quarter. For example, the Archer Balanced Fund is approximately breakeven year to date through the end of October. When the market performs like this, it may be time to review your investment risk with your investment advisor should any changes be applicable.


Please feel free to call any of the individuals below to discuss your account and/or any investment alternatives.

 

Very truly yours,

 

Sullivan & Company, CPAs

 

 

Office Phone: (301) 657-8080

  Paul Sullivan, CPA, IAR - ext. 102
  Chris Bailey, IAR - ext. 142

  Benjamin Perron, IAR - est. 131

  Jordana Parra - ext. 120

  Patrick Sullivan - ext. 140

 

The Archer Funds Disclosure: You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fundís prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fundís prospectus by calling 800-581-7701 or visit www.thearcherfunds.com. Past performance is not guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investorís shares, when redeemed, may be worth more or less than their original cost.
 


 


SULLIVAN & COMPANY
CERTIFIED PUBLIC ACCOUNTANTS

 

PAUL F. SULLIVAN, CPA

MONIKA BENKOVIC, CPA
RAJ GOENKA, CPA

 

October 31, 2015
 

MEMO


To:      Our Clients

From:  Paul F. Sullivan, CPA, Investment Advisor Representative
           Chris Bailey, Investment Advisor Representative

           Benjamin Perron, Investment Advisor Representative
           Jordana Parra, Financial Advisor Assistant
           Patrick Sullivan, Financial Advisor Assistant
 



As a reminder for financial services in our company, the following four individuals are working in this department and assisting our clients with investments, pension plans, and other financial services:

Paul F. Sullivan, CPA, Investment Advisor Representative (Extension 102)
Chris Bailey, Investment Advisor Representative (Extension 142)

Benjamin Perron, Investment Advisor Representative (Extension 131)
Jordana Parra, Financial Advisor Assistant (Extension 120)
Patrick Sullivan, Financial Advisor Assistant (Extension 140)

If you have any questions with the above areas, feel free to call the extensions listed above to assist you with investment recommendations and financial planning issues.

 

 



4709 Montgomery Lane | Bethesda, MD 20814

Direct Dial (240) 316-3531 | Phone (301) 657-8080 Ext 102 | Fax (301) 657-9055
Website:
www.esullivan.net | E-mail: paul@esullivan.net
 

The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities. Information obtained from sources deemed to be reliable, but accuracy or completeness is not guaranteed. Past performance is not a guarantee of future results. Performance figures contained herin do not represent actual client portfolios or results. Actual results may significantly differ from the model portfolio returns presented. Archer Investment Corporation manages the Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The investment return and principle value of an investment in the Funds will fluctuate so that an investorís shares, when redeemed, may be worth more or less than their original cost. The Fund prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the prospectus by calling 800-581-1780.
 
 

Sullivan & Company | Certified Public Accountants | 4709 Montgomery Lane #201 | Bethesda, MD, 20814 | 301-657-8080