Using the same disciplined investment management approach we apply to private client portfolios, Rochdale carefully designed the Rochdale Funds with the goal of providing tax-efficient, style-consistent, targeted asset class returns with managed risk. We believe this is the most efficient means to capture asset class returns that are the foundation for achieving long-term goals within an asset allocation strategy.
If you would like additional information about the Rochdale Funds, please contact us at info@rochdale.com.
An investor should consider carefully the fund’s investment objectives, risks, charges and expenses. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 800-245-9888 or visiting www.rochdale.com. Please read it carefully before investing. RIM Securities LLC, the affiliate broker dealer for Rochdale Investment Management LLC. 570 Lexington Avenue, New York, NY 10022.
Investing in small and medium-size companies and REITs may carry additional risks such as limited liquidity and increased volatility. Investing in international companies carries risks such as currency fluctuation, interest rate fluctuation, and economic and political instability. Investing in high yield carries a greater degree of risk. The utilization of leverage and short sale transactions may increase these risks.