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"The best-performing momentum strategy over the long term" Marketwatch, Jan 2017 Read more

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Mutual Funds

Since 2001

We manage our own noload, no transaction-fee mutual funds. For individuals who want professionally managed portfolios that use our active, flexible, objective strategies for no minimum investment.

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private client

Since 1969

We manage custom portfolios for clients who want a personal relationship with a portfolio manager and access to our active, flexible, objective strategies. We were among the first to manage portfolios using noload funds.

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contact

We're available Monday through Friday from 9am to 5pm pacific time. We are closed weekends and holidays. You can call us at
1-800-763-8639 or send us an email.


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