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The information provided on this site is accompanied by The Wisdom
Fund Prospectus.
Your use of this site signifies your acceptance of our terms
and conditions.
The Wisdom Fund is a mutual fund managed by Atlanta Investment
Counsel, LLC.
The Wisdom Fund seeks to emulate
as closely as possible the investment management
policies of Berkshire Hathaway Holdings (BHH). The Fund will seek
to achieve this
objective by investing as closely as possible in the securities
known to be owned by
BHH. BHH generally holds investments in common stocks of both publicly
traded and
privately held companies. The Fund's holdings will be primarily
composed of both
securities substantially identical to those publicly traded securities
owned by BHH, and
securities which the advisor believes possess similar characteristics
to those of the
privately held companies owned by Berkshire Hathaway, to the extent
those investments
by Berkshire Hathaway are publicly known. It is the intent of the
Fund to own each
securiy in the same relative percentage as that security represents
in the total investment
portfolio of BHH.
With a market cap of over $100 billion,
Berkshire Hathaway is priced at a substantial
premium to the net asset value of the company's portfolio. The Wisdom
Fund does not
trade at a premium or a discount to its N.A.V. because it is an
open-end mutual fund.
Atlanta Investment Counsel, LLC was formed in 1998 to act as the
advisor to The Wisdom Fund. The president and Chief Investment
Officer is C. Douglas Davenport, J.D., with over 23 years in the
investment business and is responsible for day-to-day
management of the Fund.
Investment in the Fund is subject
to investment risks, including, without limitation, tracking risks
(an investor in the Fund should not expect that the investment
performance of the Fund will be able to track the investment
performance of Berkshire Hathaway, Inc.), non-diversified risk,
industry concentration risk and other risks as set forth in the
Fund's prospectus. More information about these risks and other
risks can be found in the Fund's prospectus.
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 1-877-352-0020. The prospectus should be read carefully
before investing.
Distributor:
Capital Investment Group, Inc.
116 S Franklin St, Rocky Mount, N.C., 27804; (800-773-3863)
The Fund may not be available for sale in all states.
The information presented on this page
is not an offer to sell or a solicitation of an offer to purchase
the Fund.
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