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Who We Are

Managing Money, Making an Impact

Let's invest to make a difference in your life and the lives of others. Together we can become a powerful force for good.

What We Offer

Solutions for Your Financial Goals (and Concerns)

Whether youā€™re addressing specific goals or market and economic concerns, we provide investments designed to support your needs.

Explore Our Funds:

All Funds

Mutual Funds

ETFs

One Choice PortfoliosĀ®

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Financial Advisor or Institution?

Explore our investment products and latest insights.

Breakthrough Medical Research

Over 40% of Our Profits Contributed Every Year

Our corporate mission includes making an enduring, meaningful societal impact. Over 40% of our profits go to our controlling owner, the Stowers Institute for Medical Research, a world-class biomedical research organization dedicated to defeating life-threatening diseases.

Helix statue at exterior of the Stowers Institute for Medical Research.