About the Funds
Incorporating Active and Index-Based Money Management into your Portfolio
For many investors, the reason NOT to invest in a diversified, well-balanced portfolio is lack of
money. Professionally managed, diversified portfolios often have a hefty minimum account size
and steep management fee. In addition it would be costly to attempt to mirror one of these
professionally managed portfolios on your own.
The AdvisorOne Portfolios were created as fundamental building blocks for investors’ portfolios.
The principles of asset allocation used to manage these portfolios are the same principles used by
some of the largest pension funds in the United States. The AdvisorOne Funds have two unique
features that make them an excellent core holding:
1) By investing in Exchange Traded Funds, Amerigo, Berolina, Clermont, Descartes and Liahona have essentially created a
security that tracks a variety of market indices. Exchange Traded Funds have a
variety of benefits including: (1) closely tracking the market, (2) little to no cash
position to drag on performance, (3) consistent style (no style drift), (4) generally
low internal expenses, and (5) minimal turnover, which may help reduce your tax
liability.
2) Amerigo, Berolina, Clermont, Descartes and Liahona also capitalize on the benefits of active money management
including the expertise of Professional Money Managers, the possibility to reduce
risk and the possibility of enhancing return.
 About the Portfolio Managers
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Investors should carefully consider the investment objectives, risks,
charges and expenses of the AdvisorOne Funds. Other fees and expenses
do apply to a continued investment in the fund. This and other information
about AdvisorOne Funds is contained in the prospectus, which can be
obtained by calling (866) 811-0225 and should be read carefully before
investing.
The AdvisorOne Funds are distributed by
Member FINRA/SIPC
©2007 AdvisorOne Funds. All rights reserved. Contact us at .
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Information provided at advisoronefunds.com is intended only for persons who are eligible to purchase
U.S.-registered investment funds.
Investments are not FDIC-insured nor are they deposits of or guaranteed by a bank or any
other entity, so you may lose money.
For more complete information about any of the AdvisorOne Funds, risks, charges and expenses, please
obtain the applicable
prospectus. Please
read it carefully before you invest or send money.
Maintain.
0093-AFD-1/26/2007