The Institutional Advisors LargeCap Fund offers you access to an experienced investment management firm, Institutional Advisors LLC, which provides disciplined, long-term investment strategies. By combining a unique philosophy with the disciplined investment process, the Institutional Advisors LargeCap Fund seeks to generate consistent earnings while managing portfolio risk and provides a unique opportunity to acquire a fundamental long-term core stock holding.
Institutional Advisors LLC provides dedicated investment management to corporate, public and nonprofit organizations as well as high net worth clients. The firm is committed to its investment driven, performance oriented approach. This approach differentiates the firm from other professionals within the industry. Its investment professionals manage large pools of money using proprietary individual securities strategies for a diverse clientele.
Investment professionals, averaging more than 20 years of experience, comprise Institutional Advisors LLC, which has both equity and fixed income teams of portfolio managers supported by an experienced staff. The firm manages the following investment strategies:
- LargeCap Core Equity
- MidCap Core Equity
- AllCap Core Equity
- Core Fixed Income
- Taxable Fixed Income
- Intermediate Fixed Income
- Short-term Asset Management
Investors should carefully consider the investment objectives, risks, charges and expenses of the investment company before investing. The Prospectus contains this and other information about the Fund. For a current Prospectus, click the link on the left or call 800.292.2660. Please read the Prospectus carefully before you invest.
Distributor: Rafferty Capital Markets, LLC, Garden City, NY 11530.
Conestoga Funds (the “Trust”) was organized as a Delaware statutory trust on February 6, 2002. The Trust is an open-end management investment company consisting of three diversified series of units of beneficial interest (“shares”), the Institutional Advisors LargeCap Fund (the “Fund”), the Conestoga Small Cap Fund, and the Conestoga Mid Cap Fund. Contact: 259 N. Radnor-Chester Road Suite 120, Radnor, PA 19087.
National Penn Bank is not affiliated with Rafferty Capital Markets, LLC or Conestoga Funds.
Investment products offered are: