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Welcome to Advisor Access.  Below is additional information and resources provided for Registered Reps and/or Financial Advisors.  As always, if you have questions or requests beyond what is provided below, please contact our Home Office at (916) 787-9940. 

Research Site- Click here to visit our Research Site and learn more about our Quantitative Process and Investment Models. 

Literature- If you need multiple copies of Client Fact Cards/Prospectus or perhaps a Client or Broker Kit, click here.  Otherwise, there are PDF’s on the product page available for print out. 

Mutual Fund Holdings- Click on the Mutual Fund below to see the current holdings

• Quantitative Strategies Fund
• Absolute Return Fund
• Income Trends Fund
• Defensive Growth Fund

Quarterly Newsletter- Click here for quarterly fund performance and updates