Financial & Investment Management Group’s Zach Liggett Recognized by Institutional Investor News
As one of the Mutual Fund Industry’s "Top 20 Rising Stars"
Traverse City, MI – January 30, 2008
Fund Manager Nominated By Peers
For His Work and Dedication in The Mutual Fund Arena
Financial & Investment Management Group (FIMG) is proud to announce that their very own Zachary "Zach" Liggett, co-manager of the Utopia Funds, has recently been recognized by Institutional Investor News as one of the mutual fund industry’s "Top 20 Rising Stars."
Zach, along with his industry peers, will be recognized at the 15th Annual Mutual Fund Industry Awards cocktail reception and dinner, an event hosted by Fund Action and Fund Directions, on March 6, 2008.
"I was truly honored to learn that I had been nominated to be a part of this group of industry leaders," remarked Liggett. "This really is a testament to the efforts of the entire team at FIMG and the Utopia Funds. As a team, we have worked to develop and deliver portfolios that provide our investors with real and sustainable performance. That is, and will continue to be, the core of everything that we do here, and I am proud to be a part of that."
Nominated by their peers, these 20 individuals were selected by the editorial staff at Institutional Investor News as future leaders and trendsetters in the mutual fund industry. These individuals meet the criteria of having demonstrated expertise, dedication and consistency in their careers, indicating that they will likely be the investing trendsetters of the future. Nominees for this prestigious listing are showcased in Institutional Investor News’ "20 Rising Stars – Mutual Funds" January supplement.
Liggett joined FIM in 2003 as a portfolio manager and is the co-manager to the Utopia Growth Fund (UTGRX), Utopia Core Fund (UTCRX), Utopia Conservative Fund (UTCCX) and the Utopia Yield Income Fund (UTYIX). He is also responsible for the construction and monitoring of client portfolios as well as individual security analysis. Mr. Liggett holds a BA degree in Economics and International Studies from Eckerd College and an MBA from the University of South Carolina, where he majored in Finance and Japanese. For almost ten years, he lived and worked in Japan, most recently as an equity analyst covering Japanese game software and toy makers for WestLB Securities Pacific.
To request more information or to speak Zachary Liggett, please contact Jennifer Connelly at (973) 625-1130 or jenn@jcpublicrelations.com.
About Utopia Funds
At Utopia Funds, our passion is your financial future, your own personalized "Utopia" that sound investment management can bring you. Our number one goal is to preserve, grow, and compound your money in a way you can feel great about. All our people, including the Fund Board, the Advisor, the Fund Managers, our Investor Service Representatives, and our Partners believe in doing what is right for you.
Our style of actively managed, long-term global investing with focus on absolute total return allows us to provide you the opportunity and risk / rewards represented by thousands of investments, in only four mutual funds. Keeping it simple for our shareholders and leaving the hard work up to us, our four Utopia Funds are: the Utopia Growth Fund, the Utopia Core Fund, the Utopia Core Conservative Fund, and the Utopia Yield Income Fund.
About FIM Group
Financial & Investment Management Group, Ltd. (FIM Group) is the investment adviser to each of the Utopia Funds. Founded in 1984 by Paul H. Sutherland, FIM Group has been managing global total return portfolios for over 21 years and has offices in Michigan, Hawaii, and Wisconsin. FIM Group is responsible for the day-to-day management of the Funds’ investment portfolios; including directing the purchase and sale of the Funds’ securities, and arranging all other services necessary for the Funds to operate. FIM Group also offers investment advice to institutions and individual investors.
An investor should consider investment objectives, risk, charges and expenses carefully before investing. Please call toll free: 1.888.886.7423 for a Utopia Funds prospectus that contains this and other information. Read the prospectus carefully before investing or sending money. An investment in the Funds involves risk, including possible loss of principle. ALPS Distributors, Inc., Distributor for Utopia Funds.
FIM Group is not affiliated with ALPS Distributors, Inc.
Foreign securities held within the funds are subject to higher risks due to currency fluctuation, different financial and accounting standards, and political instability.
Fixed income investments are subject to interest rate risk so that bond prices will decline in value as interest rates increase.
Investments in securities of small- and medium-sized companies may be subject to more abrupt or erratic market movements than larger, more established companies.
Contact
Jennifer Connelly
JC Public Relations, Inc.
(973) 625-1130
jenn@jcpublicrelations.com
