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You can become a client of Acker Finley Inc. ("Acker Finley") with a minimum investment of $150,000 in any one of our funds. By choosing this approach, you benefit from the strong, consistent performance of our funds and receive:

Here’s the process we’ll follow with you:

  • Consultation with a knowledgeable investment advisor
  • Access to Acker Finley’s full team of investment specialists
  • Ability to conduct transactions by telephone
  • Personalized, quarterly performance reports
  • Online access to your accounts, which are updated daily
  • Monthly fund reports
  • Quarterly Review & Strategy newsletter

When you invest in Acker Finley Funds through us, there are no front-end or deferred sales charges on your purchases. The only fees that apply are the management expense ratios (MERs) of the funds held in your account.