Separately Managed Accounts:
SKBA provides individuals, corporations, retirement funds, foundations and endowments other tax-exempt institutions with investment management services. For more information, please click here or call 415-989-7852/1-800-969-7852 and SKBA will promptly answer your questions.
Mutual Funds:
CNI Charter Socially Responsible Equity Fund
The CNI Charter Funds (the "Trust") is a series of funds that cover a broad spectrum of investing options. The Funds started in 1988 with the support of the American Hospital Association as a means to provide hospitals with tobacco-free investment opportunities and were opened to the general public in 2004. Four of the AHA Investment Funds are managed by CCM Advisors, LLC (“CCMA”), a registered investment advisor.
Tickers: AHSRX (Class I), AHRAX (Class N),
To determine if the fund is an appropriate investment for you, carefully consider the Funds' investment objectives, risk factors, charges and expenses before investing. This and other information may be obtained for the CNI Charter Socially Responsible Equity Fund at www.cnicharter-ccma.com. Read it carefully before investing.
The CNI Charter Socially Responsible Equity Fund is distributed by SEI Investments Distribution Co. which is not affiliated with CNI, AHA or SKBA. Investing involves risks including loss of principal.