-
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.
-
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.
Experience Matters
Each Cromwell Fund is managed by independently owned investment managers who have extensive experience in their respective investment specialty.
| Sub-Advisor | Link |
|---|---|
| CenterSquare Investment Management | |
| Marketfield Asset Management |