Portfolio MANAGERS

Jeff Wrona
FUND MANAGER

Starting in the investment industry in 1989, Jeff Wrona carries over 35 years of experience. He once managed over $10 billion in assets as a portfolio manager at Pilgrim Baxter & Associates. In 2020, he started True Rock Fund.

See below for Jeff Wrona's full background.

Houston Wrona
PORTFOLIO MANAGER, RESEARCH ANALYST

Having helped with True Rock Fund even before its inception, Houston Wrona now works as a portfolio manager and research analyst, analyzing day to day the stock market that he has grown up around because of his father's occupation. He manages a portion of the fund's assets (pro-rata across all shareholders), has strong computer programming abilities, and a particular expertise in the technology sector.

HISTORY

JEFF WRONA'S BACKGROUND

Jeff Wrona started out his investment career in 1989 as an analyst with Drexel Burnham Lambert in NYC. From 1990-97, he worked as a portfolio manager/analyst with Munder Capital Management in Michigan. From 1997-2001, he worked as a portfolio manager at Pilgrim Baxter & Associates in Pennsylvania, managing the PBHG Technology & Communications Fund, the PBHG Core Growth Fund and institutional accounts in small-cap growth. There, he managed over $10 billion in assets.

PUBLICITY

Wrona was featured on television broadcasts (CNBC, CNNfn and Louis Rukeyser's Wall Street Week), as well as in publications such as Fortune, The Wall Street Journal, Investor's Business Daily, Barron's, Money Magazine, Smart Money, TheStreet.com, Financial Times, Mutual Funds, and Red Herring.

FORTUNE
11-27-00

"Tech is going to have the fastest earnings growth—and the most land mines."

- Jeff Wrona

FORTUNE
1-24-00

"With help from Wrona (left), Gary Pilgrim's group has a winning record again."

TELEVISION

CNBC
9-22-98, Stock Pickers Club 2-2-99,
Power Lunch 9-16-99,
Squawk Box 12-21-99, 2-21-00, 3-24-00,
Tech Investing Special 7-4-00

CNNfn
Digital Jam 9-21-98,
Digital Jam 9-23-98, 12-21-99

Louis Rukeyser's 2001
Money guide 1-5-01

IBD
9-13-99

"All of Wrona's investment decisions pivot on his assessment of a company's business momentum."

MUTUAL FUNDS
FEBRUARY 2000

"We're placing our bets on those companies that have extremely good business momentum, as well as visibility, in the future."

- Jeff Wrona

RED HERRING
APRIL 2000

"Jeffrey Wrona pulled the PBHG Technology and Communications Fund back from the brink."

SMART MONEY
APRIL 2000

"...PBHG's Technology & Communications is leading the pack of frothy tech funds. The secret behind its success? A momentum strategy and great timing."

FINDING THE TRUE ROCK

In 2001, Wrona, at the age of 36, left professional money management to spend more time at home. His own strength and prior success offered no help in getting him through the humbling events that soon occurred with his family. In his helplessness, Wrona cried out to God and found the TRUE ROCK that provided the greatest blessing and victory of all... Jesus Christ.

LIVING ON THE TRUE ROCK

Wrona continued seeking after our Savior, Jesus Christ, drawing closer and closer to Him, and in 2004, he met and married his wife, Tina. They have since had two more sons, bringing their family total to five sons. Since 2004, Wrona has lived in Pinehurst, North Carolina and has enjoyed spending much time with his wonderful wife and boys. He has been managing their family money since 2001, which has provided 99%+ of their income over that time.

Over the years, many came to Wrona asking if he could invest their money as well. He desired to help them, but the cost and time it would take to start a mutual fund seemed too daunting of a task. Finally, in 2019, the desire to help others, especially those in the faith, became too strong to ignore. True Rock Fund is the result. "The Lord has provided for us. Through the ups and downs of the market, He continues to provide and I feel His favor has been evident throughout. I hope True Rock Fund will be a blessing to others as we have been blessed."

As we have therefore opportunity, let us do good unto all men, especially unto them who are of the household of faith.

GALATIANS 6:10

c/o Mutual Shareholder Services, LLC
8000 Town Centre Drive, Suite 400
Broadview Heights, OH 44147

TEL: 1-800-564-3899
FAX: 440-526-4446

HOURS:
Monday - Friday
8:30 AM - 5:00 PM EST

info@truerockfund.com

FUND MANAGER

Jeff Wrona
Wrona Investment Management, LLC

400 Linden Rd
Pinehurst, NC 28374

info@truerockfund.com

Please consider the investment objectives, risks and charges and expenses of the Fund carefully before investing. The Fund’s prospectus contains this and other information about the Fund and is available on this website or by calling (800)-564-3899. Please read the prospectus carefully before investing. An investment in the Fund is not a deposit of a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund may be offered only to persons in the United States and by way of a prospectus. This website should not be considered a solicitation or offering of any product or service to investors residing outside of the United States.

The investment return and principal value of an investment in the Fund will fluctuate so that an investor's share, when redeemed, may be worth more or less than their original cost.

Investing in the Fund involves risks such as Emerging Markets Risk, Equity Risk, Foreign Securities Risk, Futures Risk, Hedging Risk, Investment Risk, Large-Capitalization Risk, Leverage Risk, Management Risk, Market and Geopolitical Risk, Non-Diversification Risk, Options Risk, Regulatory Risk, Short Sales Risk, Small- and Mid-Capitalization Stock Risk, Technology Sector Risk, and Turnover Risk. Investors should carefully review the risks associated with an investment in the Fund by reading the prospectus which can be found here. Additional information can be found in the Statement of Additional Information which can be found here. Understand those risks before investing.