Mutual Funds

Welcome to YieldQuest Funds; a family of innovative offerings available only to pre-approved registered financial professionals and institutions. Now there is a convenient way to gain the potential advantages of our creative ideas and strategies, all with the ease of mutual funds. If you believe a relationship with YieldQuest is right for you and your clients, there is a solution for you - either using our funds, separate accounts, or our private account, transactional model through YieldQuest Securities. We are indifferent as to what platform you may utilize to access YieldQuest, so long as the way in which you view the totality of our service offering is in keeping with the types of long-term relationships we are seeking.

Please keep in mind our funds are only available to the pre-approved registered investment advisors and institutions - they are not available to general investing public.

The YieldQuest Fund Offerings:

YieldQuest Total Return Bond Fund - YQTRX

The YieldQuest Total Return strategy leverages its managers' fixed-income expertise to seek superior performance from a wide array of fixed-income vehicles.

YieldQuest Tax-Exempt Bond Fund - YQTEX

The YieldQuest Tax Exempt Fund seeks tax-free income and total return primarily through individual municipal issues, ETFs, and special situations within the tax-exempt universe.

YieldQuest Core Equity Fund - YQCEX

The goal of the YieldQuest Equity Fund is to add value relative to the Russell 3000 through active management of equity investments across the style/cap spectrum.