Prior to retiring in 2009, Mr. Lavelle was a part of the institutional research division of Citigroup, Inc. and several of its predecessor entities for over 40 years.
This includes serving as Director of Institutional Equities for Citigroup Global Markets Inc. from 1997 to 2009. Mr. Lavell has also served as an Independent Trustee for the Broadview Funds Trust (an open-end investment company with one series) and an Independent Trustee for USFS Funds Trust (an open-end investment company with two series).
An investor should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. This and other important information about the investment company can be found in the Fund’s prospectus. To obtain a prospectus call (855) 386-3504 or click here.
The Fund’s name changed from “The 504 Fund” to “Bluestone Community Development Fund” effective May 1st, 2019.
NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE
The Bluestone Community Development Fund is distributed by Foreside Fund Services, LLC which is not affiliated with Bluestone Capital Partners or any affiliate.View all Team Members