Investment Resources

For your convenience, we have provided links to many of the funds we may invest in when building portfolios. This listing can give you more insight and information into the specific companies.

American Funds

• American Funds Capital World Growth & Income F-2
• American Funds Capital Income Builder F-2
• American Funds Euro Pacific F-2
• American Funds Fundamental Investors F-2
• American Funds Growth Fund of America
• American Funds International Growth & Income
• American Funds New Perspective F-2
• American Funds New World F-2
• American Funds Washington Mutual F-2

Baron Funds

• Baron Growth
• Baron Small Cap

Berwyn Funds

• Berwyn Income

BlackRock

• Blackrock Global Allocation I
• Blackrock Natural Resources I

Buffalo Funds

• Buffalo Small Cap

Clipper Funds

• Clipper Fund

Columbia

• Columbia Marsico Focus A

Davis Funds

• Davis New York Venture Y

Diamond Hill Investments

• Diamond Hill Small Cap I

Dodge & Cox Funds

• Dodge & Cox Balanced
• Dodge & Cox Global Stock
• Dodge & Cox Income
• Dodge & Cox International
• Dodge & Cox Stock

DoubleLine Funds

• DoubleLine Total Return I

FPA Funds

• FPA Paramount
• FPA Perennial

Franklin Templeton

• Templeton Global Bond Adv

Harding Loevner

• Harding Loevner Emerging Markets
• Harding Loevner International Small Company

Longleaf Partners

• Longleaf Partners
• Longleaf Partners International
• Longleaf Small Cap

Loomis, Sayles & Co.

• Loomis Sayles Bond Ret

Oakmark Funds

• Oakmark International
• Oakmark International Small Cap

Oppenheimer Funds

• Oppenheimer Developing Markets Y
• Oppenheimer International Bond Y

PIMCO Funds

• Pimco Total Return Instl
• Pimco Unconstrained Bond Instl

PRIMECAP Odyssey

• PrimeCap Odyssey Stock

Royce Funds

• Royce Pennsylvania Mutual
• Royce Total Return

RS Investments

• RS Global Natural Resources A

Selected Funds

• Selected American Shares S

T. Rowe Price

• T. Rowe Price Spectrum Income

Tweedy Browne

• Tweedy Browne Global Value

Vanguard

• Vanguard Intermediate Tax Ex
• Vanguard Ltd Term Tax Ex
• Vanguard Money Market
• Vanguard Short-term Bond Index
• Vanguard Short-term Tax Ex
• Vanguard Tax Ex MM

Wasatch Funds

• Wasatch Core Growth
• Wasatch Small Cap Growth
• Wasatch Small Cap Value

529 Plan Providers

• Alliance Bernstein
• American Funds
• Bright Directions College Savings
• Oppenheimer Funds