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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.
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Cromwell CenterSquare Real Estate Fund
The Fund invests in publicly traded real estate securities, providing exposure to a variety of commercial and residential real estate sectors. -
Cromwell Marketfield L/S Fund
The Fund takes long and short positions in investments that may derive the most benefit from anticipated macro forces. -
Cromwell Tran Sustainable Focus Fund
A performance-oriented ESG growth strategy, the Fund seeks select high-quality companies purchased at what is considered reasonable prices.
Experience Matters
Each Cromwell Fund is managed by independently owned investment managers who have extensive experience in their respective investment specialty.