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Managing money since 1992, Emerald is an institutional asset management firm specializing in equity and high grade fixed income portfolio management. The Emerald family of advisors includes Emerald Advisers, Inc., Emerald Mutual Fund Advisers Trust, and Emerald Fixed Income Advisers, LLC. Headquartered in Leola, Pennsylvania our award-winning team of research analysts adheres to an intense fundamental research process which includes approximately 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.
- Check out this guide to the key stories headlining the news gathered from various sources by Emerald's Joe Witthohn.… 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:
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:
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 Emerald Mutual Funds which include:
An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a Growth Fund Prospectus and a Banking & Finance Fund Prospectus which contains this and other information, or call (855) 828-9909. Read the Growth Fund Prospectus and the Banking & Finance Fund Prospectus carefully before investing.
ALPS Distributors, Inc. is not affiliated with The Emerald Mutual Funds.
The Emerald Mutual Funds are distributed by ALPS Distributors, Inc.
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