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Advisor Information for AUERX

Fund Inception12/28/2007
Name of IssuerAuer
Fund Advisor(s)SB Auer Funds, LLC
Sub-Advisor(s)--

Fund Managers for AUERX

Robert Auer
Portfolio Manager since 12/28/2007
Robert C. Auer is the founder of SBAuer Funds, LLC. Prior to founding SBAuer Funds, LLC, Mr. Auer was employed between 1986 and August 2007 at Morgan Stanley, where he served as Vice President of Investments. On three separate occasions during his tenure at Morgan Stanley, Mr. Auer received the National Sales director award, granted to the top 10% of Morgan Stanley Financial Advisers. From 1996 to 2004, Mr. Auer was the lead stock market columnist for the Indianapolis Business Journal “Bulls & Bears” weekly column, authoring over 400 columns, which discussed a wide range of investment topics. Mr. Auer received his Bachelor of Science in Business Systems from Taylor University in 1983.
Paul Auer
Portfolio Manager since 01/31/2013
Mr. Auer joined SB Auer Funds LLC in 2008. Prior to joining SB Auer Funds LLC, Mr. Auer served as CEO and President of a specialty pharmaceutical company for 20 years, where he also managed the business’ investment portfolios. He has managed personal and family investment portfolios since 1995.
Eric McKenzie
Portfolio Manager since 01/31/2013
Mr. McKenzie joined SBAuer Funds, LLC in 2009 as Operations Manager and Analyst. Prior to joining SBAuer Funds, LLC, Mr. McKenzie served as Vice President of Distribution and Client Services for Huntington Bank. Mr. McKenzie began his career as an Investment Consultant with Charles Schwab and later with Bank One.