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Targeted Approach.
The Cromwell Funds are actively managed and utilized as complements to an overall portfolio. -
Experienced Managers.
Our Sub-Advisors are nationally renowned managers in their respective investment categories. -
Exceptional Service.
We are dedicated to providing Financial Advisors with exceptional service.
Advisor Solutions
The Cromwell Funds provide Financial Advisors with high-quality, differentiated and actively managed strategies in a mutual fund format.
Experience Matters
Each Cromwell Fund is managed by independently owned investment managers who have extensive experience in their respective investment specialty.