About Us / Clients

Our Greatest Asset

We owe our success to our clients. CRM was founded in 1973 as a firm managing assets for a few wealthy individuals. Since that time, our client list has grown to include corporate and public pension plans, endowments and foundations, hospitals, community and religious organizations, Taft-Hartley and multi-employer funds as well as individual and family trusts.

In addition to building long-term client relationships, we have worked hard to build relationships with the consulting community, helping our clients and their consultants to understand why we invest the way we do and how their portfolios are structured to enhance returns.

What type of investor are you? Choose a portal below to access resources and information customized to meet your investment needs.

“Many CRM clients have invested with us for several decades, through bull and bear markets. We are committed to ensuring that our clients understand the rationale for our decisions and the structure of their portfolios.”

Chris Barnett
Director of Marketing

You should consider the investment objectives, risks, charges and expenses of the Funds before investing. You may obtain the prospectus here or by calling 800.276.2883. The Funds are subject to risks, which are described in the prospectus. In particular, when compared to mutual funds that focus on larger capitalization companies, shares of the Funds may be more volatile because of the focus on smaller capitalization companies, which may have more limited product lines and fewer capital resources. The Funds’ value investing strategy also involves risks. Value stocks can perform differently from the market as a whole and can be undervalued by the market for long periods of time. You should read the prospectus carefully before investing.