Margaret O. Dolan,

President and CEO, LocalShares Knowledge, LLC & LocalShares Investments, LLC

Margaret O. Dolan, president of the Knowledge Division, is a prominent Nashville business and community leader and formerly President and CEO of the Saint Thomas Health Foundations. Dolan, who also formerly served as the vice president of community relations for Ingram Industries Inc., brings a wealth of experience building and working in partnerships with organizations to capitalize on the interdependence of business and community improvement strategy. Dolan currently serves on the boards of Fifth Third Bank Tennessee, the Nashville Area Chamber of Commerce, the Nashville Business Coalition, the Tennessee Business Roundtable, and is a previous chair and current director for both the Nashville Public Education Foundation and the United Way of Metropolitan Nashville. Dolan, a Certified Public Accountant, is a graduate of the University of Tennessee and received her Master of Business Administration from Vanderbilt’s Owen Graduate School of Management, where she received the Dean Martin S. Geisel Leadership Award. Dolan was recognized with the Nelson C. Andrews Distinguished Service Award and in 2015, she was inducted into the prestigious Academy for Women of Achievement by the YWCA of Middle Tennessee.

Michael Schulz,

Director of Marketing

Mr. Schulz is Director of Marketing for LocalShares, Inc. Prior to joining LocalShares in 2013, Mr. Schulz held positions for over 10 years in the office of U.S. Senator Lamar Alexander. Most recently, he served as field director, managing 33 counties in the middle Tennessee area. Prior to that he was assistant press secretary and a legislative correspondent in Senator Alexander’s Washington D.C. office. Mr. Schulz is a graduate of Middle Tennessee State University.

 

 

SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Nashville Area ETF. Check the background of SIDCO on FINRA's BrokerCheck.

An active secondary market for the Fund's shares may not exist. Although the Fund's shares will be listed on an exchange, subject to notice of issuance, it is possible that an active trading market may not develop or be maintained.

All ETF products are subject to risk, which may result in the loss of principal. Investment in smaller companies typically exhibit higher volatility. The Fund will invest substantially all of its assets in the securities of companies that have their headquarters or principal place of business located in the Nashville, Tennessee region. The Fund may be impacted by events or conditions affecting the region to a greater extent than a fund that did not focus its investments in that manner. The fund is expected to invest a relatively large percentage of its assets in the healthcare sector and negative performance of the sector will negatively impact the fund. Diversification may not protect against investment loss.

Carefully consider the Nashville Area ETF’s investment objective, risk factors, and charges and expenses before investing. This and other important information can be found in the Nashville Area ETF’s Prospectus, which may be obtained by calling 1-855-480-NASH (6274). Read it carefully before investing.

ETF shares are not redeemable with the issuing fund other than in large Creation Unit aggregations. Instead, investors must buy or sell ETF Shares in the secondary market with the assistance of a stockbroker. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling. SEI Investments Distribution Co. is not affiliated with LocalShares Investments, LLC.

Not FDIC Insured / No bank guarantee / May lose money