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.
The Cromwell Funds provide Financial Advisors with high-quality, differentiated and actively managed strategies in a mutual fund format.
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 Foresight Global Sustainable Infrastructure Fund
The Fund invests in sustainable companies that own and operate infrastructure assets, targeting attractive risk-adjusted returns.
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.
Each Cromwell Fund is managed by independently owned investment managers who have extensive experience in their respective investment specialty.