DCM Collective Investment Trusts Now Listed on Nasdaq

In 2022, we launched the Donaldson Rising Dividend Cornerstone and Preservation of Capital Collective Investment Trusts. A Collective Investment Trust or “CIT” is an investment vehicle that can be hosted on any 401(k), 403 (b), or 457(b) retirement plan platform. These CITs are pooled investment vehicles that behave much like a Mutual Fund or Exchange Traded Fund with minimal fees.

In July 2023, our CITs were officially listed on the Nasdaq stock exchange, a well-known global marketplace for buying and selling securities. Our Nasdaq listing allows retirement plan investors to monitor Cornerstone and Preservation of Capital Performance in real time. You can find our CITs on Naqsdaq.com by typing in the following ticker symbols:

Donaldson Dividend Cornerstone Fund – DCMDCX

Donaldson Capital Preservation Fund – DCM CPX

If your workplace retirement plan would be interested in hosting our strategies, please let us know.

The mention of specific securities and sectors illustrates the application of our investment approach only and is not to be considered a recommendation. The specific securities identified and described herein do not represent all of the securities purchased or sold for the portfolio, and it should not be assumed that investment in these securities were or will be profitable. There is no assurance that the securities purchased remain in the portfolio or that securities sold have not been repurchased.

 

This report was prepared by Donaldson Capital Management, LLC, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information in these materials are from sources Donaldson Capital Management, LLC deems reliable, however we do not attest to their accuracy.

An index is a portfolio of specific securities, the performance of which is often used as a benchmark in judging the relative performance to certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. An index does not charge management fees or brokerage expenses, and no such fees or expenses were deducted from the performance shown. Past performance is not a guarantee of future results. The mention of specific securities and sectors illustrates the application of our investment approach only and is not to be considered a recommendation by Donaldson Capital Management, LLC.

S&P 500: Standard & Poor’s (S&P) 500 Index. The S&P 500 Index is an unmanaged, capitalization-weighted index designed to measure the performance of the broad U.S. economy through changes in the aggregate market value of 500 stocks representing all major industries.

Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Donaldson Capital Management, LLC, Form ADV Part 2A & 2B can be obtained by written request directly to: 20 NW 1st St#500, Evansville, IN 47708

Unless otherwise indicated, the information above is given as of the date indicated and believed to be reliable. Donaldson Capital Management, LLC assumes no obligation to update this information, or to advise on further developments relating to it. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities. Any return expectations provided are not intended as, and must not be regarded as, a representation, warranty or predication that the investment will achieve any particular rate of return over any particular time period or that investors will not incur losses. Past performance is not indicative of future results.

This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.