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:
Ultimus Fund Distributors, LLC
P.O. Box 46707 | Cincinnati, Ohio 45246-0707
The Commonwealth Advisor is:
791 Town & Country Boulevard, Suite 250 | Houston, Texas 77024-3925
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.