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Going a Step Further :Our Socially Responsible Equity Fund

Our Socially Responsible Equity Fund goes a step further in screening out alcohol, weaponry and nuclear power stocks, among others and investing in companies with positive community relations, environmental sustainability and human rights characteristics.

Tobacco-Free Healthy Investing

Don’t Let Smoking Stunt Your Asset Growth

We invest in good health by avoiding stocks of companies involved in smoking. The Funds managed with CCM Advisors research excludes companies that process or manufacture tobacco related products. This socially conscious approach encourages healthy, tobacco-free investment guidelines.

The Diversified Equity, Balanced, Full Maturity Fixed Income and Limited Maturity Fixed Income Funds offer a full range of investment options that cater to tobacco-free investors. These funds do not have additional social agendas, unlike many other tobacco-free investments. These Funds allow an investor to take a stand against tobacco investments without affecting the funds’ ability to invest in other securities or industries.