Actively Managed

Focused portfolios with one common goal in mind: Helping our investors achieve their goals.

Our Funds

Growth solutions built for long-term investors

Learn More

Commitment to Quality

Our analysts search for quality growth in all industries and markets.

Long-Term Investing Focus

Low turnover portfolios save money and time

Stay informed!

Our team is dedicated to transparency about our performance and to helping investors understand what happens in the markets. Get our latest news, insights, and market commentary.

Read More

Commitment to Quality

Our analysts search for quality growth in all industries and markets.

Long-Term Investing Focus

Low turnover portfolios save money and time

Stay informed!

Our team is dedicated to transparency about our performance and to helping investors understand what happens in the markets. Get our latest news, insights, and market commentary.

Learn More

Actively Managed

Focused portfolios with one common goal in mind: Helping our investors achieve their goals.

Our Funds

Growth solutions built for long-term investors

learn More

Stay informed!

Our team is dedicated to transparency about our performance and to helping investors understand what happens in the markets. Get our latest news, insights, and market commentary.

Learn More

Commitment to Quality

Our analysts search for quality growth in all industries and markets.

Long-Term Investing Focus

Low turnover portfolios save money and time

Actively Managed

Focused portfolios with one common goal in mind: Helping our investors achieve their goals.

Our Funds

Growth solutions built for long-term investors

learn More

Everything you need to get started

  • Your Social Security number.
  • Your bank information if you prefer automatic investing (a check or deposit slip has everything you need).
  • A residential address that is not a P.O. Box.
  • A recent broker statement (if you are rolling over an IRA).
  • Social Security numbers and addresses for your beneficiaries (for IRAs only).
Invest Through Your Online Broker

Our funds are available through most online brokers. Simply click the button below to find yours!

Open An Account

The process takes about 10 minutes.

 

 

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