Dear Investment Clients:


Below is the Archer Investment performance for 2013 and the first 6 months of 2014. The top section show investment returns for actively managed portfolios by our fund managers at Archer Investment Corporation. The lower section shows Archer Fundís Balanced Fund, Income Fund, and Stock Fund.
 

    Actively Managed Accounts 2013 Qtr. March 2014

YTD June 2014

    Aggressive 23.29% 2.06%  6.55%
    Moderate Aggressive 19.54% 2.37%  6.80%
    Moderate 15.45% 2.35%  5.99%
    Income & Growth 10.00% 2.15%  5.27%
    Conservative 6.94% 2.01%  4.84%

 

 

     Archer Funds 2013 Qtr. March 2014

YTD June 2014

    Archer Balanced Fund 18.92% 2.25%   6.89%
    Archer Income Fund -3.10% 3.36%   6.06%
    Archer Stock Fund 33.30% 4.05%   9.18%


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

  Patrick Sullivan - ext. 140

  Jordana Parra - ext. 120
 



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