Driven By Research

Managing money since 1992, Emerald Advisory Services today has over $2.2 billion assets under management. Headquartered in Lancaster, Pennsylvania our award-winning team of research analysts adheres to an intense fundamental research process resulting in over 2,000 company visits a year. This proprietary process is noted for uncovering early investment opportunities that after passing rigorous review are included in a variety of unique growth oriented separate account and mutual fund equity portfolios. In addition, short, mid and long-term fixed income separate account strategies are available, which utilize a combination of proprietary quantitative models and fundamental analysis yielding portfolios of high quality liquid securities.

Emerald Daily Jewel

  • Stocks End Week Down: The major averages were sluggish all day, with AIG one of the primary reasons. … read more

Investment Advisory Services

Emerald Advisers, Inc.

Emerald Advisers, Inc. offers equity investment products for those seeking small and mid capitalization growth as well as large capitalization core positions. Our offerings:

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Emerald Fixed Income Advisers, LLC

Emerald Fixed Income Advisers, LLC Offers short, intermediate, and long-term products for those seeking high-quality fixed income strategies. Our offering:

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Emerald Mutual Fund Advisers Trust

EMFAT is a wholly-owned subsidiary of Emerald Advisers, Inc. and was established to allow for Emerald to serve in a sub-advisor capacity for mutual fund and other registered investment companies. EMFAT currently is the sub-advisor for the Forward Emerald Mutual Funds which include:

In addition, EMFAT functions as sub-advisor for the Principal Group

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Current Events

  • Corporate Leaders Receive 8th Annual Emerald "E-3 Awards" 2008-02-11
  • Get a Look at Behind the Scenes Getting Ready for Emerald Groundhog Day Forum 2008-02-06
  • 15th Annual Emerald Asset Management Groundhog Day Investment Forum 2008-02-05

Groundhog Day Forum

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Emerald Performance

Forward Funds

Forward Funds and Sierra Club Mutual Funds are distributed by ALPS Distributors, Inc.

© 2007 Forward Management, LLC. All rights reserved. The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please click here or call 1-800-999-6809. Holdings are subject to change.

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