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Queens Road Funds

Steven H. Scruggs. Benton S. Bragg. J Frank Bragg, Jr. Small Cap Value Fund. Stmt of Addt'l Information. Traditional IRA Custodial Agreement and Disclosure. Roth IRA Custodial Agreement and Disclosure. Traditional/SEP and Roth IRA Application. IRA Transfer/Conversion Request Form. Small Cap Value Fund: QRSVX. Statement of Addt'l Information. The Queens Road Funds are managed by Bragg Financial Advisors. A family owned and directed RIA firm serving the Charlotte, North Carolina community for over 50 years.

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Chad Willis

10130 Ma●●●●●●●●eek Road

Sui●●●300

Cha●●●tte , North Carolina, 28262

UNITED STATES

1704●●●●3579
ch●●@willisconsulting.com

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Chad Willis

10130 Ma●●●●●●●●eek Road

Sui●●●300

Cha●●●tte , North Carolina, 28262

UNITED STATES

1704●●●●3579
ch●●@willisconsulting.com

View this contact

Chad Willis

10130 Ma●●●●●●●●eek Road

Sui●●●300

Cha●●●tte , North Carolina, 28262

UNITED STATES

1704●●●●3579
ch●●@willisconsulting.com

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Queens Road Funds | queensroadfunds.com Reviews
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Steven H. Scruggs. Benton S. Bragg. J Frank Bragg, Jr. Small Cap Value Fund. Stmt of Addt'l Information. Traditional IRA Custodial Agreement and Disclosure. Roth IRA Custodial Agreement and Disclosure. Traditional/SEP and Roth IRA Application. IRA Transfer/Conversion Request Form. Small Cap Value Fund: QRSVX. Statement of Addt'l Information. The Queens Road Funds are managed by Bragg Financial Advisors. A family owned and directed RIA firm serving the Charlotte, North Carolina community for over 50 years.
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1 main navigation
2 philosophy and process
3 investment philosophy
4 4 step process
5 risk management
6 portfolio management
7 sell discipline
8 performance expectations
9 investment committee
10 suzanne wittebort
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Queens Road Funds | queensroadfunds.com Reviews

https://queensroadfunds.com

Steven H. Scruggs. Benton S. Bragg. J Frank Bragg, Jr. Small Cap Value Fund. Stmt of Addt'l Information. Traditional IRA Custodial Agreement and Disclosure. Roth IRA Custodial Agreement and Disclosure. Traditional/SEP and Roth IRA Application. IRA Transfer/Conversion Request Form. Small Cap Value Fund: QRSVX. Statement of Addt'l Information. The Queens Road Funds are managed by Bragg Financial Advisors. A family owned and directed RIA firm serving the Charlotte, North Carolina community for over 50 years.

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queensroadfunds.com queensroadfunds.com
1

Queens Road Funds

http://www.queensroadfunds.com/Commentary/Commentary_201412.html

Steven H. Scruggs. Benton S. Bragg. J Frank Bragg, Jr., Firm Founder. Small Cap Value Fund. Stmt of Addt'l Information. Traditional IRA Custodial Agreement and Disclosure. Roth IRA Custodial Agreement and Disclosure. Traditional/SEP and Roth IRA Application. IRA Transfer/Conversion Request Form. 05/17/2016 – Queens Road Small Cap Value Fund Conference Call. 1st Quarter 2016 Investment Commentary. 2015 in Review (Dec. 2015). Investment Commentary: Patience Pays Off (Sept. 2015). Small Cap Value Fund: QRSVX.

2

Queens Road Value Fund | Queens Road Funds

http://www.queensroadfunds.com//qrvlx.html

Steven H. Scruggs. Benton S. Bragg. J Frank Bragg, Jr., Firm Founder. Small Cap Value Fund. Stmt of Addt'l Information. Traditional IRA Custodial Agreement and Disclosure. Roth IRA Custodial Agreement and Disclosure. Traditional/SEP and Roth IRA Application. IRA Transfer/Conversion Request Form. Transfer on Death Form. Overall rating out of 1,169 Large Value category funds as of 06/30/2016. About the Morningstar rating. Calendar Year Total Returns. Small Cap Value Fund: QRSVX. Geo Avg Mkt Cap. S&P 500/Ci...

3

Queens Road Funds

http://www.queensroadfunds.com/philosophy.html

Steven H. Scruggs. Benton S. Bragg. J Frank Bragg, Jr., Firm Founder. Small Cap Value Fund. Stmt of Addt'l Information. Traditional IRA Custodial Agreement and Disclosure. Roth IRA Custodial Agreement and Disclosure. Traditional/SEP and Roth IRA Application. IRA Transfer/Conversion Request Form. Transfer on Death Form. Small Cap Value Fund: QRSVX. Statement of Addt'l Information. Our investment philosophy is built on three guiding principles:. It has been our observation that most investment managers con...

4

Queens Road Funds

http://www.queensroadfunds.com/distributions.html

Steven H. Scruggs. Benton S. Bragg. J Frank Bragg, Jr., Firm Founder. Small Cap Value Fund. Stmt of Addt'l Information. Traditional IRA Custodial Agreement and Disclosure. Roth IRA Custodial Agreement and Disclosure. Traditional/SEP and Roth IRA Application. IRA Transfer/Conversion Request Form. Transfer on Death Form. Small Cap Value Fund: QRSVX. Statement of Addt'l Information. Queens Road Small Cap Value Fund. Queens Road Small Cap Value Fund - QRSVX. Long Term Capital Gain. Short Term Capital Gain.

5

Queens Road Funds

http://www.queensroadfunds.com/disclosure.html

Steven H. Scruggs. Benton S. Bragg. J Frank Bragg, Jr., Firm Founder. Small Cap Value Fund. Stmt of Addt'l Information. Traditional IRA Custodial Agreement and Disclosure. Roth IRA Custodial Agreement and Disclosure. Traditional/SEP and Roth IRA Application. IRA Transfer/Conversion Request Form. Transfer on Death Form. Small Cap Value Fund: QRSVX. Statement of Addt'l Information. About Bragg Financial Advisors. Queens Road Small Cap Value Fund Important Performance Information. Carefully before investing...

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Queens Road Funds

Steven H. Scruggs. Benton S. Bragg. J Frank Bragg, Jr. Small Cap Value Fund. Stmt of Addt'l Information. Traditional IRA Custodial Agreement and Disclosure. Roth IRA Custodial Agreement and Disclosure. Traditional/SEP and Roth IRA Application. IRA Transfer/Conversion Request Form. Small Cap Value Fund: QRSVX. Statement of Addt'l Information. The Queens Road Funds are managed by Bragg Financial Advisors. A family owned and directed RIA firm serving the Charlotte, North Carolina community for over 50 years.

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