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Insights for the Long-Term Investor

We believe staying the course has proven to be a successful investment strategy. However, many investors prefer to take a more conservative approach to owning equities.

The Ups, Downs & Bears

Since 1885, the DJIA has experienced 83 up years and 46 down years; it has gone up more than it has gone down. However, the drawdown and recovery cycle of a bear market can last years.

Be Patient to Profit

Regardless of how deep or long a bear cycle lasts, the market has always recovered and achieved new highs. Gains from equities are made after all losses are recovered. These profitable periods, though short in duration, are how long term results from equities are achieved.

A Conservative Approach

A financial professional can blend benchmarked investments with those that are less dependent on equity markets to achieve positive results. Consider diversifying your portfolio with strategies that behave differently than benchmarked equity investments.

  • Fixed Income
  • Tactical Equity Strategies
  • Alternatives

Stadion Funds

  • Defines risk as loss in account value
  • 20 years experience actively managing assets with an emphasis on bear market protection

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There is no guarantee that this investment strategy will succeed, the strategy is not an indicator of future performance and investment results may vary. The investment strategy presented is not appropriate for every investor and individual clients should review with their financial advisors the terms and conditions and risk involved with specific products or services. Stadion’s actively managed portfolios may underperform during bull markets. The Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange. One cannot invest directly in an index. All Benchmarks composite data supplied by third party vendors, including www.econ.yale.edu/~shiller/data/chapt26.html, assumes re-investment of all dividends. Performance data quoted represent past performance. Past performance is no guarantee of future results.

An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available by calling Shareholder Services at 1-866-383-7636. The prospectus should be read carefully before investing. An investment in the funds involve risk, including loss of principal.

There is no guarantee that this investment strategy will succeed, the strategy is not an indicator of future performance and investment results may vary. Past performance is no guarantee of future results. The S&P 500 Index is an unmanaged index considered representative of the U.S. stock market. It is not possible to invest directly in indexes which are unmanaged and do not incur fees and charges. Stadion Funds are distributed by ALPS Distributors, Inc.

An investor should consider the investment objectives, risks, and charges and expenses of the Stadion Funds carefully before investing. The prospectus contains this and other information about the Funds. A copy of the prospectus is available by calling Stadion Funds directly at (866) 383-7636 or Stadion Money Management, LLC., the investment advisor, at (800) 222-7636. The prospectus should be read carefully before investing.

The Stadion Funds are distributed by ALPS Distributors, Inc. An investment in the Funds involves risk, including loss of principal.