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Investment Platforms

The Becker Value Equity Fund is available through major mutual fund supermarkets and financial intermediaries. For more information, please call us at 877.785.7979.

    • Charles Schwab & Co.

    • Fidelity

    • Vanguard

    • E*Trade

    • TD Ameritrade

    • Reliance Trust

    • ING

    • Great West

    • Matrix

    • Principal

    • Mass Mutual

    • Pershing

The process to expand the intermediary relationships for the Becker Value Equity Fund is an ongoing process.  Please contact us for a complete and current list of relationships.  


Mutual Fund investing involves risk. Principal loss is possible. Small and mid capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. The Fund invests in foreign securities through ADRs which may involve political, economic and currency risks, greater volatility and differences in accounting methods. The value of the Fund's investments in REITs may change in response to changes in the real estate market. The Fund's prospectus contains this and other information about the Fund, including investment objectives, risks, charges and expenses. The prospectus should be read carefully before investing. You may obtain a current copy of the Fund's prospectus at this link or by calling 1-800-551-3998. The Fund is distributed by Quasar Distributors, LLC. The Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a soliciation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or soliciation would be unlawful under the securities laws of such jurisdication. 

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