JAForlines Global
Portfolio Manager of the American Independence JAForlines Global Tactical Allocation Fund

has been named

2016 "Strategist of the Year"
by Envestnet, Inc. and Investment Advisor magazine


John Forlines III, Chairman and CIO at JAForlines Global featured in Barron's ETF Roundtable

Barron's Roundtable: What does it take to build a well-rounded global portfolio with ETFs? Featuring John Forlines, portfolio manager of the American Independence JAForlines Global Tactical Allocation Fund.

What role can TIPS play in a client’s portfolio?

For investors of all ages, a fixed-income allocation can be an important part of a diversified portfolio—this is especially true for those nearing retirement. However, as inflation increases, rising consumer prices can seriously erode purchasing power as well as the value of portfolios, putting investors at serious risk of not meeting their long-term goals.

Institutional Share"A" Share"C" Share

Objective: To provide long-term capital appreciation while providing lower than average risk.

Description: Unconstrained multi-asset ETF portfolio engaging global market trends built on long-term strategies.

Institutional Share"A" Share"C" Share

Objective: The primary objective is long-term capital appreciation.

Description: Based on Hillcrest’s expertise in Behavioral Finance, a combination of quantitative factor modeling and fundamental analysis seeks to capture opportunities primarily in small cap equity securities priced below fair value.

Institutional Share"A" Share"C" SharePremier

Objective: To provide investors with a high level of total return in excess of inflation as may be consistent with the preservation of capital.

Description: Proprietary macro-fundamental strategy to incorporate opportunities identified in the TIPS marketplace.

Institutional Share"A" Share"C" Share

Objective: The primary objective is long-term growth.

Description: Macro-driven tactical ETF allocation strategy focused on downside risk management.

Institutional Share"A" Share"C" Share

Objective: The primary objective is moderate capital growth. The Fund’s secondary objective is to generate current income.

Description: Macro-driven tactical ETF allocation strategy focused on downside risk management.

Institutional Share"A" Share

Objective: To provide investors with a competitive total return.

Description: Conservative, core portfolio of investment-grade, high-yield bonds and international fixed income securities.

Institutional Share"A" Share

Objective: To provide investors with long-term capital appreciation.

Description: Market adaptive, factor-based investing with significant allocation in foreign securities.

Institutional Share"A" Share"C" Share

Objective: The primary objective is long-term capital appreciation.

Description: Navellier’s flagship Large Cap Growth strategy in an open-end mutual fund, offering a disciplined, actively-managed portfolio with a dynamic process that adapts to market changes.

Institutional Share"A" Share"C" Share

Objective: To provide investors with long-term capital appreciation.

Description: Seeks long-term capital appreciation by allocating among a concentrated portfolio of equity positions and cash.

Institutional Share"A" Share"C" Share

Objective: To preserve capital while producing current income for the investor that is exempt from both federal and Kansas state income taxes.

Description: Investment-grade, primarily municipal, intermediate duration Kansas bonds not subject to AMT.

Institutional Share"A" Share"C" Share

Objective: The primary objective is a high level of total return consistent with a conservative level of risk.

Description: This tactical, quantitative strategy seeks to generate total return in bull markets while minimizing large losses in bear markets. The Fund uses two distinct quantitative methodologies – 1) a U.S. sector rotation model and 2) a tactical, global model – to invest in multiple assets classes in both domestic and global, long-only ETFs.

RiskX Investments, LLC

(844) 747-5292

1345 Avenue of the Americas, 2nd Floor,
New York, NY 10105

Information found on this site is directed to U.S. Investors. 

Investing in the Funds involves risk. Equity securities are more volatile and carry more risk than other forms of investments. The Funds may invest in small and mid-cap securities which are more volatile than large cap stocks. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value. Investments in fixed income securities are subject to interest rate risks. The principal value of a bond falls when interest rates rise and rises when interest rates fall. During periods of rising interest rates, the value of a bond investment is at greater risk than during periods of stable or falling rates.

Investing in a single-sector mutual fund involves greater risk and potential reward than investing in a more diversified fund. By concentrating on a small number of holdings, the fund carries greater risk because each investment has a greater effect on the fund’s overall performance.

For more complete information on the American Independence and Rx Funds, you can obtain a prospectus containing complete information for the Funds by calling 866.410.2006 or by downloading them from this web site. You should consider the Fund’s investment objectives, risks, charges and expenses carefully before you invest or send money. Information about these and other important subjects is in the Funds’ prospectus. The prospectus and, if available, the summary prospectus, should be read carefully before investing.

Shares of the Rx Funds and American Independence Funds are distributed by Matrix Capital Group, Inc., which is not affiliated with RiskX Investments, LLC.

RiskX Investments, LLC is a limited liability company.


General ETF Risk. The cost to a shareholder of investing in the Fund may be higher than the cost of investing directly in ETF shares and may be higher than other mutual funds that invest directly in equities. You will indirectly bear fees and expenses charged by the ETFs in addition to the Fund’s direct fees and expenses.

Foreign Securities Risk. International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/developing markets or smaller capital markets.

Tracking Error Risk. ETFs typically trade on securities exchanges and their shares may, at times, trade at a premium or discount to their net asset values. In addition, an ETF may not replicate exactly the performance of the benchmark index it seeks to track for a number of reasons, including transaction costs incurred by the ETF, the temporary unavailability of certain index securities in the secondary market or discrepancies between the ETF and the index with respect to the weighting of securities or the number of securities held.

Emerging Markets Risk. The Fund may invest in foreign securities that may include securities of companies located in developing or emerging markets, which entail additional risks, including: less social, political and economic stability; smaller securities markets and lower trading volume, which may result in less liquidity and greater price volatility; national policies that may restrict securities investment opportunities, including restrictions on investments in issuers or industries, or expropriation or confiscation of assets or property; and less developed legal structures governing private or foreign investment.

Fund of Funds Structure. Investments in securities of other investment companies, including ETFs, are subject to statutory limitations prescribed by the 1940 Act. Absent an available exemption, the Fund may not: (i) acquire more than 3% of the voting securities of any other investment company; (ii) invest more than 5% of its total assets in securities of any one investment company; or (iii) invest more than 10% of its total assets in securities of all investment companies.

Many ETFs have obtained exemptive relief from the SEC to permit unaffiliated funds to invest in the ETF’s shares beyond the above statutory limitations, subject to certain conditions and pursuant to a contractual arrangement between the particular ETF and the investing fund. The Fund may rely on these exemptive orders to invest in unaffiliated ETFs. If the Fund is unable to rely on an exemptive order, the limitations discussed above may prevent the Fund from allocating its investments in the manner the Advisor considers prudent, or cause the Advisor to select an investment other than that which the Advisor considers suitable.

Because the Fund’s investments are concentrated in underlying funds, and the Fund’s performance is directly related to the performance of such underlying funds, the ability of the Fund to achieve its investment objective is directly related to the ability of the underlying funds to meet their investment objectives.

Equity Securities Risk. In general, prices of equity securities are more volatile than those of fixed income securities. The prices of equity securities fluctuate, and sometimes widely fluctuate, in response to activities specific to the issuer of the security as well as factors unrelated to the fundamental condition of the issuer, including general market, economic and political conditions.