How To Invest

Access our mutual fund shareholder services or contact our Sales and Client Service team.


Eddie Brown has been awarded the Lifetime Achievement award by Investment News.
The new mutual fund shareholder portal is live. Log in to access your account, manage transactions and more.
Keith Lee assumes role of CEO and the Mid Company team welcomes new colleague, Ed Zane.


This investment strategy is offered in both a Mutual Fund and Separately Managed Account (for institutional investors only) vehicle. Select an option below for more information.