Mutual Fund Team
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Lead Portfolio Manager for the Becker Value Equity Fund. Bob has more than thirty years experience and ultimate decision-making authority regarding the Fund’s investments. Bob joined the advisor in 1984 from the First Interstate Bank of Oregon, where he headed the Endowment and Charitable Funds Management Group. He received a Bachelor’s degree in Economics from Willamette University.
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Assists with day-to-day management of the Becker Value Equity Fund. Marian joined the firm in 2004 bringing more than twenty years of investment experience. Prior to joining the advisor, Marian was a senior analyst and portfolio manager at IDS/American Express, Safeco Asset Mgt, and Crabbe Huson. Marian graduated from Carleton College with a B.A. in English Literature. She received her M.B.A. in Finance from Northwestern University’s Kellogg Graduate School of Management.
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Assists with day-to-day management of the Becker Value Equity Fund. Steve joined Becker Capital in 1995 as an Equity Research Analyst. Prior to joining the advisor, Steve was a senior analyst and portfolio manager with Crabbe Huson, Neuberger & Berman, Rosenkrantz, Ehrenkrantz, Lyon & Ross, and Montgomery Securities. He graduated with a B.S. in Chemical Engineering from Massachusetts Institute of Technology and a Master’s in Economics from University of California, Santa Barbara.
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Assists with day-to-day management of the Becker Value Equity Fund. Mike joined Becker Capital in 1985. Prior to joining the advisor, Mike was an equity analyst with Qualivest Capital Management. He received a B.A. from Williams College and an M.B.A. from University of Virginia’s Darden Graduate School of Business Administration.
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You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds' before investing. The Funds' prospectus contains this and other information about the Funds, and should be read carefully before investing. You may obtain a current copy of the Funds' prospectus by calling 1-800-551-3998. Past performance is no guarantee of future results. Your Fund shares, when redeemed, may be worth more or less than their original cost. Distributed by Unified Financial Securities, Inc., 2960 N. Meridian Street, Suite 300, Indianapolis, IN 46208-4715 (Member FINRA).