INVEST WITH US
MUTUAL FUNDS
The mutual fund minimum initial investment is $2,000, or $1,000 with an Automatic Investment Plan.
SEPARATELY MANAGED ACCOUNT
Our separately managed account minimum is $1 million. Please contact us to inquire about a separately managed account.
IMPORTANT INFORMATION:
Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications, and the overall objectives between separately managed accounts and mutual funds before investing.