BadgleyFunds.com
Title
Badgley Funds Home Page
Description
ABOUT THE ADVISER. Badgley, Phelps and Bell has managed assets for high net-worth individuals and institutions since 1966. Our investment products are built upon the foundation of dedicated research and our disciplined approach to security selection and asset allocation provides consistency and stability to the investment process.
ABOUT THE FUNDS. While Badgley, Phelps and Bell's minimum portfolio size is $2 million, the minimum investment in the Badgley Funds is only $2,000 (or $1,000 if you choose the Automatic Investment Plan as explained in the Prospectus). The Badgley Funds are available for personal portfolios, IRAs, personal and charitable trusts, family accounts, and education savings accounts.
The Badgley Fund family includes two no-load mutual funds: the Badgley Growth Fund and the Badgley Balanced Fund. (The funds do carry certain expenses. Please read the Fees and Expenses section of the Funds' Prospectus for details.)
Contact
- Badgley, Phelps and Bell
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- Seattle WA
- United States 98101
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- 999 999 9999
