Optimizing Your InvestmentsTM
Receive Our Correspondence


Portfolio Managers

JOSEPH B. CHILDREY - Founder & Chief Investment Officer

Mr. Childrey developed an investment philosophy that incorporates the principles of behavioral finance and trend following. He launched and managed the Probabilities Fund L.P., a long/short hedge fund, for six years before converting the fund to a mutual fund. Mr. Childrey served private and institutional clients at Wells Fargo/AG Edwards for 15 years, starting his career at PaineWebber. An inventor, Mr. Childrey co-invented with Jon Jewitt a patented product in the consumer electronics industry that is marketed and sold worldwide. Mr. Childrey graduated from Western Maryland College with a BA in Sociology.

JONATHAN L. CHATFIELD, CFA - Chief Portfolio Manager

Mr. Chatfield has over 20 years of experience in the investment management industry. He has served previously as a portfolio manager and investment management consultant and has developed computer software for the financial services industry. Mr. Chatfield holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Diego and the CFA Institute. He received a BS in Agricultural and Managerial Economics from the University of California, Davis.


MARY GRAY - Chief Operating Officer

Mrs. Gray has over 20 years of experience in the financial services industry and personally worked with Mr. Childrey for 10 years while both were at Wells Fargo. With expertise in operations, compliance, and client service she has established an efficient, client-centered culture in the organization. Mrs. Gray currently holds Series 7, Series 63 and Series 65 securities licenses.

Independent Research Consultants

JEFFREY A. HIRSCH - Editor Of The Stock Trader’s Almanac, Research Consultant

Mr. Hirsch is CEO of Hirsch Holdings, editor-in-chief of the Stock Trader's Almanac and Almanac Investor eNewsletter at www.stocktradersalmanac.com and author of The Little Book of Stock Market Cycles (Wiley, 2012) and Super Boom: Why the Dow Will Hit 38,820 and How You Can Profit from It (Wiley, 2011). A 25-year Wall Street veteran he took over from founder Yale Hirsch in 2001. Mr. Hirsch is a Yahoo Finance contributor and regularly appears on CNBC, Bloomberg, Fox Business, and many other financial media outlets.

ALLEN SHEPARD, PHD - Research Consultant

Dr. Shepard co-developed the Fund's investment strategy with Mr. Childrey and has served as an outside consultant to the investment committee since the firm's inception. Dr. Shepard has developed proprietary hedging models for use in managing preferred and fixed-income securities, and is currently Vice President and Senior Risk Analyst at Stonebridge Advisors. Dr. Shepard held positions as a Gibbs instructor in the Mathematics Department at Yale University. He received his PhD in Mathematics from Brown University and a BA in Mathematics from Hampshire College.

ROBERT D. AUSDAL JR., CFA - Research Consultant

Mr. Ausdal has over 35 years’ experience with Ausdal Financial Partners Inc., a Davenport, IA based FINRA member broker dealer and SEC registered investment advisory firm with over 250 registered representatives located throughout the Unites States. He currently serves as Ausdal’s President, where in addition to his CEO duties he is responsible for the management and development of the firm’s proprietary asset management programs. Mr. Ausdal is a Chartered Financial Analyst and is a member of the CFA Institute. He received a BA in Finance from the University of Illinois, Urbana-Champaign.