How To Invest

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


Learn how our Small Company Investment team was awarded a High Morningstar "People Rating."
Replays of our 1Q 2022 quarterly webinars featuring our portfolio management teams are now available.
IBD profiled the Small Company Fund in an article called “These Stocks Drive No. 1 Performing Small-Cap Growth Fund Over Past 15 Years.”


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.