Investment Managers | Strategist

We provide investment vehicles to help you reach your objectives.

Reach Out to Our Team of Investment Professionals & Financial Advisors

Please contact Commonwealth Funds toll-free at 888.345.1898 for further information regarding your investment in a fund or questions you have about how to invest.

The Commonwealth Fund Distributor is:

Unified Financial Securities, LLC
P.O. Box 46707
Cincinnati, Ohio 45246-0707
Telephone: 888.345.1898

The Commonwealth Advisor is:

FCA Corp
791 Town & Country Boulevard, Suite 250
Houston, Texas 77024-3925
Telephone: 713.260.1434

FCA Corp, a U.S. investment management and financial planning firm established in 1975, provides advisory services to the Commonwealth Funds. Advisory services are given within the investment objectives, policies and limitations of each Fund as stated in the Prospectus and Statement of Additional Information.

FCA Corp provides ongoing investment advice by using research, statistical and economic data, investment and asset allocation policy and ongoing evaluation and monitoring of the Commonwealth Funds’ portfolios.