OVERVIEW

In 2005, the U.S. Securities & Exchange Commission launched the Office of Global Security Risk to provide investors adequate information from public companies in regards to their global security risk.   This information helped fuel the rise of terror-free investing.

38 of the 50 United States have since passed or are considering legislation prohibiting public investment in terror-related securities.

The Patriot Fund provides an option to individual investors who want to follow their conscience and the same course of divestiture.

DEFINITIONS:   Terror-Free Investing

Terror-Free Investing:  Investing with a mandate that prohibits investing in and supporting companies with active non-humanitarian ties to State Sponsors of Terror (Iran, Syria, and Sudan) as defined by the U.S. Department of State.

Global Security Risk: The risk to share value/corporate reputation stemming from the intersection of a publicly-traded company's international business activities and security-related concerns (i.e. terrorism.)

The SEC considers global security risk “material in assessing an investment in the company” because businesses operating in that country are at the risk of significant loss in the event of war or a significant uprising. This is ultimately reflected in shareholder value.

Source:  IW Financial

Disclosure:  There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.