Sub-Advisory Funds
We sub-advise the following mutual funds for institutional and individual investors.
Touchstone Small Cap Fund
For those investors interested in investing in a mutual fund equivalent of our small cap core strategy, we sub-advise the Touchstone Small Cap Fund. The prospectus for the Touchstone Small Cap Fund can be found here. Please contact Touchstone Investments at (800) 543-0407. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.
The Touchstone Funds are distributed by Touchstone Securities, Inc.
Touchstone Mid Cap Fund
For those investors interested in investing in a mutual fund equivalent of our mid cap core strategy, we sub-advise the Touchstone Mid Cap Fund. The prospectus for the Touchstone Mid Cap Fund can be found here. Please contact Touchstone Investments at (800) 543-0407. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.
The Touchstone Funds are distributed by Touchstone Securities, Inc.
Touchstone Large Cap Fund
For those investors interested in investing in a mutual fund equivalent of our large cap core strategy, we sub-advise the Touchstone Large Cap Fund. The prospectus for the Touchstone Large Cap Fund can be found here. Please contact Touchstone Investments at (800) 543-0407. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.
The Touchstone Funds are distributed by Touchstone Securities, Inc.
American Beacon The London Company Income Equity Fund
For those investors interested in investing in a mutual fund equivalent of our income equity strategy, we sub-advise the American Beacon The London Company Income Equity Fund. The prospectus for the American Beacon The London Company Income Equity Fund can be found here. Please contact an American Beacon Client Service Representative at (800) 658-5811, option 1. Please note: We are not the sponsor of the fund and do not handle account setup or administration. Shares of the fund may only be offered through a current prospectus.
The American Beacon Funds are distributed by Resolute Investment Distributors, Inc.
Hennessy Equity And Income Fund
For those investors interested in investing in a mutual fund equivalent of our large cap core strategy, we sub-advise the 70% equity sleeve of the Hennessy Equity and Income Fund*. The prospectus for the Hennessy Equity and Income Fund can be found here. Please contact Hennessy Funds at (800) 966-4354. Please note: We are not the owner/advisor of the funds and do not handle account setup or administration.
*The 30% fixed income sleeve of the fund is sub-advised by FCI Advisors.
The Hennessy Funds are distributed by Quasar Distributors, LLC.
Mutual fund investing involves risk; Principal loss is possible.