Fund Families

A fund family is a mutual fund company offering many mutual funds, for various objectives. We use a variety of these companies in our managed accounts in order to provide diversification as well as freedom to pick each company’s top funds.



Invesco Aim

Oppenheimer Funds



Transamerica Funds


You should consider the investment objectives, risks, charges and expenses of any fund carefully before investing. The prospectus contains this and other information. Ask for a prospectus and read the prospectus carefully before investing.