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 Fund Management

First Western Investment Management serves as investment adviser to the Fund. As of December 31, 2009, First Western Investment Management had approximately $1.6 billion under management. As co-portfolio managers, Jed M. Cohen and Timothy J. Wahl have been primarily responsible for the day-to-day management of the Fund since its inception.
 
First Western Investment Management, Inc.
11150 Santa Monica Boulevard, Suite 850
Los Angeles, CA 90025
310/268-2600
gkmfunds@gkmadvisers.com
 
Shareholder services are provided by the Transfer Agent:
Ultimus Fund Solutions, LLC
888/456-9518


First Western Investment Management is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). In addition, First Western Investment Management is currently registered with the states of Arizona, California, Colorado, Hawaii, Illinois, Louisiana, Massachusetts, Nevada, New York and Pennsylvania. We will register with additional states whenever our client count in any particular state meets registration requirements. Please read our full regulatory information.



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