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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 you’re addressing specific goals or market and economic concerns, we provide investments designed to support your needs.

Explore Our Funds:

All Funds

Mutual Funds


One Choice Portfolios®

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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.