Mutual Investment Fund

Jason K. Wolfe, Mutual Capital Investment Advisors, LLC

Jason K. Wolfe – Mutual Capital Investment Advisors, LLC

The mutual insurance industry will benefit from access to growth capital

WYALUSING, PENNSYLVANIA, USA, August 16, 2022 / — Mutual Investment Fund (“MCIF” or the “Fund”) is pleased to announce that it has received a capital commitment of $56.25 million from a multi-billion dollar institutional investment manager. The investor has adopted the MCIF strategy which is based on raising capital from the mutual community and using this capital to make minority investments in the mutual insurance industry. To ensure that the mutualist community has the possibility of contributing the majority of the capital, the investor has undertaken to limit its participation to 45% of the Fund. Additionally, the investor has indicated a strong interest in providing additional capital as a co-investor should a potential transaction require a higher level of financial support. As a result, MCIF now has the ability to assess and direct a mutual investment operation of virtually any size.

In addition to this substantial investment, MCIF is currently processing commitments from other members of the mutual community. Based on activity to date, MCIF is rapidly approaching its fundraising goal of $125 million.

To learn more about the MCIF, do not hesitate to contact:

Jay W. Chadwick 1-570-721-0342 [email protected]
Jason K. Wolfe 1-216-256-8504 [email protected]
Jeff P. Waldron 1-610-223-8675 [email protected]

This presentation is for informational purposes only and is not intended to be investment advice or an offer or solicitation to buy or sell any security. Offers to sell or solicitations to invest in MCIF are made solely by means of a private placement memorandum, limited partnership agreement (or other organizational document) and any subscription agreement and in accordance applicable securities laws.

Jason K. Wolfe
Mutual Capital Investment Advisors, LLC
+1 216-256-8504
[email protected]