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Portfolio Managers

The Fund is managed by a team of investment professionals. All of the individuals that work on the Fund do so in a coordinated manner, but with varying levels of responsibility and oversight. The fixed income team at Boyd Watterson believes the primary driver of fixed income alpha is the result of properly identifying macroeconomic trends. As leaders of Boyd Watterson’s Macro and Fixed Income Investment Policy Committees, Brian Gevry, Brian Convery, and Mike Vandenbossche are responsible for setting and monitoring the general risk levels for the Fund. The day to day management of the Fund, which includes managing the cash flows of the Fund, making asset allocation decisions, security selection and trade execution, is the responsibility of Michael J. Krushena, Brad Fush, and David Dirk. The SAI provides additional information about each of these team members’ compensation, other accounts managed by the portfolio managers, and each portfolio manager’s ownership in the Fund.

Brian Convery, CFA

Position: Executive Vice President, Co-Chief Investment Officer
Categories: Portfolio Manager
Location: Managers

Brian A. Convery, CFA, is the Co-Chief Investment Officer of Boyd Watterson. Together with the Chief Executive Officer, Brian is responsible for guiding the investment process and developing investment philosophy and procedures to ensure Boyd Watterson delivers investment results that meet client expectations while maintaining moderate levels of risk. He leads, alongside the CEO, the Macro and Investment Policy Committees, focusing on evaluating the broad investment market and guiding risk and return positioning.

Prior to joining Boyd Watterson in 2011, Brian had an extensive career highlighted by roles including management consultant focusing on corporate strategy, and investment analyst specializing in high-yield bonds. His initial role with Boyd was Portfolio Manager of Credit research and his initiative and innovation quickly elevated his position to his current role, advising on strategic direction and facilitating new product development and execution. He serves as the primary portfolio manager of Boyd Watterson’s second private open-end real estate fund, which he assisted launching in 2018, and is an integral part of new product development. He has also driven the development and growth of the Research and Data Lab, a facet of the company focusing on qualitative and quantitative decision making, which he now directs.

  • MBA from Georgetown University
  • BA from the University of Dayton
  • CFA Charter Holder
  • Member of the CFA Institute
  • Member of the CFA Society of Cleveland

Brian Convery, CFA

Executive Vice President, Co-Chief Investment Officer

Cleveland, OH

David Dirk, CFA

Position: Executive Vice President, Director of Portfolio Management and Trading
Categories: Portfolio Manager
Location: Managers

As Director of Portfolio Management and Trading, David M. Dirk, CFA, is responsible for the supervision of all portfolio management and trading activity throughout the company’s suite of Fixed Income and Equity products. Alongside the CIO for Fixed Income, he helps to formulate investment strategy focused on maximizing return and minimizing risk across the spectrum. David’s diligent approach ensures consistency in the application and subsequent evaluation of these strategies.

His dependability to both investors and the company is evidenced by his 25 years of industry experience, having joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in August of 1996.

  • MBA from Case Western Reserve University
  • BA from Baldwin Wallace University
  • CFA Charter Holder
  • Member of the CFA Institute
  • Member of the CFA Society of Cleveland

David Dirk, CFA

Executive Vice President, Director of Portfolio Management and Trading

Cleveland, OH

Brian Gevry, CFA

Position: Chief Executive Officer, Co-Chief Investment Officer
Categories: Portfolio Manager
Location: Managers

Brian L. Gevry, CFA, is the Chief Executive Officer and Co-Chief Investment Officer of Boyd Watterson, responsible for the strategic leadership of the company and oversight of the company’s investment processes and committees. As CEO, he focuses on the development and execution of the firm’s vision, cultural values, goals, and strategies, allocating resources as necessary to meet client needs while achieving the long-term success of the organization. As Co-CIO, his focus is guiding the investment process, including developing investment philosophy and procedures to ensure Boyd Watterson delivers investment results that meet client expectations while maintaining moderate levels of risk.

Brian joined Boyd Watterson’s predecessor firm, Duff & Phelps Investment Management, in November of 1991. Prior to becoming CEO and CIO in 2006, Brian held various management positions including Chief Operating Officer and Deputy CIO. His approach to leadership reflects his personal philosophy which is centered around honesty and integrity. Brian has worked to shape the organization’s foundational culture, emphasizing inclusivity and transparency, to ensure all employees understand and demonstrate Boyd Watterson’s values and beliefs.

Additionally, Brian established the Strategic Management Process, through which he sets and oversees long-term company and line of business objectives. He has been instrumental in the company’s growth, more than doubling its size in a five-year period, including both assets under management and the number of employees. This growth accelerated in 2013 when BWAM established the real estate line of business and launched its first private open-end real estate fund. Company AUM, comprising fixed income, real estate, and equity strategies, has since been on a continual growth trajectory. Throughout his tenure as CIO, Brian has expanded Boyd Watterson’s national footprint, opening offices in Bloomfield Hills, MI, Washington, D.C., Tampa, FL, and most recently, Denver, CO, to join the already-established headquarters in Cleveland, OH, and office in Chicago, IL.

  • MBA from Case Western Reserve University
  • BA from Cleveland State University
  • CFA Charter Holder
  • Member of the CFA Institute
  • Member of the CFA Society of Cleveland
  • Chair of the Sisters of the Humility of Mary Investment Committee
  • Chair of the Cleveland State University Foundation Investment Committee
  • Member of the Cleveland State Visiting Committee for the College of Arts and Science
  • Member of the Schott Memorial Center Foundation, Inc.
  • Member of the Open Door Christian Schools Board

Brian Gevry, CFA

Chief Executive Officer, Co-Chief Investment Officer

Cleveland, OH

Michael Krushena, CFA

Position: Executive Vice President, Deputy Chief Investment Officer, Fixed Income
Categories: Portfolio Manager
Location: Managers

Michael J. Krushena is the Deputy Chief Investment Officer with the Fixed Income division. Along with the CIO for Fixed Income, he is responsible for formulating investment strategy and process. Mike also serves as the lead portfolio manager of the LDEI Fund and on the fixed income portions of the Multi Asset Strategy, as well as custom, credit-focused portfolio strategies. He works to manage the investments in a manner consistent with investment policy statements and which reflect the company’s current outlook and applied strategies.

Prior to joining Boyd Watterson in July of 2017, Michael served as a Deputy Chief Investment Officer for the Retirement Systems of the City of Detroit and also as a Senior Portfolio Manager for Ambassador Capital Management.

  • MBA in Finance from the University of Michigan
  • BA in Economics from the University of Michigan
  • CFA Charter Holder

Michael Krushena, CFA

Executive Vice President, Deputy Chief Investment Officer, Fixed Income

Bloomfield Hills, MI

Mike Vandenbossche, CFA

Position: Executive Vice President, Chief Investment Officer, Fixed Income
Categories: Portfolio Manager
Location: Managers

As the Chief Investment Officer for Fixed Income, Michael Vandenbossche focuses on investment strategy formation and portfolio management of Boyd Watterson’s Fixed Income line of business. Responsible for ensuring investments follow client guidelines, with the goal of realizing client objectives and outperforming applicable benchmarks and competitor peer groups, while managing downside risks. He oversees the daily execution and implementation of the investment process. Michael started with the company in October of 2014 as a Senior Portfolio Manager before transitioning into his current role as CIO.

Previously, Michael served as a Portfolio Manager with Ambassador Capital Management and Munder Capital Management, where he was a member of the Investment Strategy team, headed the Captive Insurance team, and managed the corporate and CMBS sectors. His resume also includes time at Victory Capital Management and First of America Bank in such roles as Portfolio Manager, Asset/Liability Manager, and Municipal Analyst.

  • MBA from Western Michigan University
  • BA in Finance from Central Michigan University
  • CFA Charter Holder
  • Member of the CFA Institute
  • Member of the CFA Society of Detroit

Mike Vandenbossche, CFA

Executive Vice President, Chief Investment Officer, Fixed Income

Bloomfield Hills, MI

S. Brad Fush, CFA

Position: Executive Vice President, Director of Credit Research
Categories: Portfolio Manager
Location: Managers

As the Director of Credit Research, Brad Fush is responsible for the development, execution, and continual improvement of the credit research process, as well as oversight of the credit analyst team. Additionally, he is the co-portfolio manager for the LDEI Fund and conducts research on a variety of Boyd Watterson’s fixed income strategies.

Before joining Boyd Watterson in September 2019, Brad was the Director of Credit Research at Incore Capital Management and Munder Capital Management where he focused on credit analysis and credit modeling for the corporate bond sector.

  • MS in Accounting from Wayne State University
  • MBA in Finance from Wayne State University
  • BA in Economics from Albion College
  • CFA Charter Holder
  • Member of the CFA Society of Detroit

S. Brad Fush, CFA

Executive Vice President, Director of Credit Research

Bloomfield Hills, MI

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    Prospectus Disclosure: Investors should carefully consider the investment objectives, risks, charges and expenses of the Boyd Watterson Limited Duration Enhanced Income Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained at www.boydwattersonfunds.com or by calling 1-877-345-9597. The prospectus should be read carefully before investing. The Boyd Watterson Limited Duration Enhanced Income Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPCBoyd Watterson Asset Management, LLC is not affiliated with Northern Lights Distributors, LLC

    For more information, please visit www.finra.org and https://www.sipc.org/.

    Important Risk Disclosures: Investments in Mutual Funds involve risk including possible loss of principal. The risk that if the Fund’s strategy for allocating assets among different assets classes does not work as intended, the Fund may not achieve its objective or may underperform other funds with the same or similar investment strategy. The market for bank loans may not be highly liquid and the Fund may have difficulty selling them. These investments expose the Fund to the credit risk of both the financial institution and the underlying borrower. Longer-term securities may be more sensitive to interest rate changes. Given the recent, historically low interest rates and the potential for increases in those rates, a heightened risk is posed by rising interest rates to a fund whose portfolios include longer-term fixed income securities. The net asset value of the Fund will fluctuate based on changes in the value of the U.S. and/or foreign equity securities held by the Fund. When the Fund invests in fixed income securities, the value of your investment in the Fund will fluctuate with changes in interest rates. Because the Fund’s investments may include foreign securities, the Fund is subject to risks beyond those associated with investing in domestic securities. 

    Foreign companies are generally not subject to the same regulatory requirements of U.S. companies thereby resulting in less publicly available information about these companies. The interest rate on hybrid corporate securities can fluctuate from fixed to floating rate, which creates uncertainty regarding the interest rate that maybe received. When the Fund invests in other investment companies (such as ETFs and closed end funds), it will bear additional expenses based on its pro rata share of the other investment company’s operating expenses, including the potential duplication of management fees. The value of a specific security can be more volatile than the market as a whole and may perform worse than the market as a whole. Lower-quality bonds, known as “high yield” or “junk” bonds, present greater risk than bonds of higher quality, including an increased risk of default. The Fund is a new mutual fund and has a limited history of operations for investors to evaluate. The Adviser’s reliance on its strategy and judgments about the attractiveness, value and potential appreciation of particular securities and the tactical allocation among the Fund’s investments may prove to be incorrect and may not produce the desired results. Preferred securities may pay fixed or adjustable rates of return. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Treasury obligations may differ in their interest rates, maturities, times of issuance and other characteristics.