The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. Normally, the fund will invest primarily in equity securities, the majority of which will be issued by large-capitalization and/or mid-capitalization companies (those with market capitalizations greater than the smallest capitalization company included in the S&P MidCap 400 Index at the time the security is purchased). The Advisor may invest in fixed income securities with any credit rating or maturity date. The fund is non-diversified.
Fund filings (PDF) »
Robert Killen (Started: May 1, 2002)
George Cipolloni III (Started: Dec 31, 2005)
Lee Grout (Started: May 1, 2002)
Raymond Munsch (Started: Dec 31, 2005)
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Berwyn, 11189 Lancaster Avenue