Business Information
The group's principal activity is to provide investment management, distribution, shareholder services, fund accounting, and other related administrative services to sponsored mutual funds. The group operates through two segments: the mutual fund services and the broker-dealer. The mutual fund services segment acts as investment adviser, distributor and provider of administrative service to sponsored and nonproprietary mutual funds. The broker-dealer segment distributes shares of nonproprietary mutual funds and insurance products. Portfolio of the group consists of one open-end investment company containing six separate portfolios including the Kansas municipal fund, Kansas insured intermediate fund, Nebraska municipal fund, Oklahoma municipal fund, Maine municipal fund, and New Hampshire municipal fund. The group markets its services throughout the midwestern United States and California. On 30-May-2003, the group acquired abbington capital management inc.
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Name |
Title
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Email
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| Jeffrey Cummer | Chmn. | N/A | | Robert Walstad | Founder, Chmn. Emeritus | N/A | | Heather Ackerman | CFO | N/A | | Jacqueline Case | Corp. Sec. | N/A | | Jerry Szilagyi | Sr. VP - Business Development | N/A |
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Year |
Sales |
Net Income |
| 2006 | 26,787 | (59) | | 2005 | 19,441 | (332) | | 2004 | 16,991 | 135
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