Vertical Capital Markets Group Introduces MLP Energy Fund

Capital Innovations to Serve as Sub-Advisor

Irvine, CA, May 31, 2014 --(PR.com)-- Vertical Capital Markets Group today announced the launch of the Vertical Capital Innovations MLP Energy Fund (VMLPX, VMLIX), sub-advised by Capital Innovations, LLC of Pewaukee, Wisc.

“As the U.S. pumps out more oil, the greater need for energy infrastructure will be a boon for master limited partnerships (MLPs),” according to Executive Vice President John Harline. “The Vertical Capital Innovations MLP Energy Fund can help investors and advisors take advantage of this opportunity.”

Capital Innovations’ investment approach seeks to combine its energy industry investment expertise with financial market expertise to make sound investment decisions in MLP Positions. Capital Innovations manages MLP assets with a disciplined investment process focused on due diligence from the perspective of an MLP owner, operator and acquirer to create a portfolio of high quality MLPs with durable cash flows in order to seek to generate a high level of risk-adjusted return.

Nearly 130 MLPs are listed on major exchanges and they have a total market cap approaching a half trillion dollars. MLPs investing in the energy industry are likely to become even more popular, as the booming hydraulic fracturing industry continues to bring the United States closer to energy independence, according to Vertical Capital President Bayard Closser.

He added that efforts to make Europe less dependent on Russian oil could provide an added boost to the energy boom. Projections call for shale oil sales to exceed $40 billion in 2014, up from $36 billion in 2013, according to the U.S. Energy Information Administration.

Investors seeking income have also been attracted to MLPs in recent years because they offer potential for higher yields and tax advantages.

Vertical chose Capital Innovations as the sub-advisor for the MLP Energy Fund (VMLPX, VMLIX) based on the firm’s extensive real asset experience, investment performance, and reputation, Closser said. CIO and CEO Michael D. Underhill and Portfolio Manager Susan L. Dambekaln will oversee overall construction and implementation of the MLP Energy Fund (VMLPX, VMLIX) portfolio.

“Vertical seeks to develop unconventional, innovative investment solutions,” Closser said. “That’s a common characteristic of both of our funds today and will be a common characteristic of additional funds we are planning.”

About Vertical Capital Markets Group
The Vertical group of companies, founded in 2004, provides access to an outstanding team of professionals with strong backgrounds in banking, finance, and investing. Our senior partners combine to have more than 150 years of collective experience in the manufacturing, marketing and distribution of financial service products to retail broker-dealers, registered investment advisors, family offices and individual investors. Collectively, the Vertical Capital Team has raised more than $100 Billion since 1983.

An investor should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at ncfunds.com or by calling Shareholder Services at 1-855-609-VCAM (8226). The prospectus should be read carefully before investing.

An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks: MLP Risk, Industry Specific Risk, Commodity Risk, Supply and Demand Risk, Depletion Risk, Environmental and Regulatory Risk, Acquisition Risk, Interest Rate Risk, Extreme Weather Risk, Catastrophic Event Risk, Concentration Risk, Liquidity Risk, Equity Securities of MLPs Risk, Investment Company and RIC Compliance Risk, MLP Tax Risk, Regulatory Risk, Model Risk, General Market Risk, Sector Risk, Cash Flow Risk and New Fund Risk. More information about these risks and other risks can be found in the Fund’s prospectus.

The Vertical Capital Innovations MLP Energy Fund is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 17 Glenwood Ave, Raleigh, NC, 27603. There is no affiliation between the Vertical Capital Innovations MLP Energy Fund, including its principals, and Capital Investment Group, Inc.
Contact
Vertical Capital Markets Group
Dave Kowal
508-393-7023
verticalus.com
John Harline
Vertical Capital Markets Group
JHarline@VerticalUS.com
949.885.0324
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