1. Targeted Approach.

    The Cromwell Funds are actively managed and utilized as complements to an overall portfolio.
  2. Experienced Managers.

    Our Sub-Advisors are nationally renowned managers in their respective investment categories.
  3. 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.