History
In the early 1980’s we recognized the unique operational features of a mutual fund and how they would be suited for meeting the goals and objectives of some investment accounts. Parker Carlson & Johnson was the first investment management firm in the Miami Valley to start a mutual fund.
Our funds are very well suited for tax deferred portfolios like IRA’s and corporate 401(k) retirement plans as well as for taxable portfolios lacking the size necessary to effectively invest in the securities individually.
PC&J Performance Fund
- The PC&J Performance Fund invests in stocks and index products with an objective of long-term growth of capital.
- The PC&J Performance Fund represents our core equity portfolio and is owned by approximately 40% of our clients including the retirement assets of Parker Carlson & Johnson.
PC&J Preservation Fund
- The PC&J Preservation Fund’s goal is to preserve capital and generate portfolio income.
- The PC&J Preservation Fund invests in quality fixed income instruments with a dollar-weighted average maturity consistent with the manager's interest rate outlook.
Whether our clients utilize our mutual funds or invest in the stocks and bonds individually, they experience the same quality customer service that is a hallmark of Parker Carlson & Johnson.
Disclosure: Investment objectives, risks, charges, expenses and other important information about the Fund are contained in the prospectus. Please read it carefully before investing. You may obtain a copy of the prospectus by calling toll free (888) 223-0600 or from the Fund's documents filed with the Securities and Exchange Commission ("SEC") on the SEC's website at www.sec.gov.
