• Don't Let smoking stunt your asset growth

  • Responsible Investing. Healthy Returns.

  • Something about growth

    

our strategy

We Use a Multi-Manager Approach

As advisor to the CNI Charter Funds, CCM Advisors chooses multiple managers for each fund and is devoted to watching over each sub-advisor to ensure that our philosophy and investment policies are followed.  Our multi-manager approach provides an extra level of review to help keep our funds working in the best interest of our investors.

Responsible Investing

Our Funds are Tobacco Free

The series of CNI Charter Funds advised by CCM Advisors restrict investments in securities of tobacco-related companies.  This restriction underscores our commitment to healthier investing.  Our Socially Responsible Equity Fund goes a step further in screening out alcohol, weaponry and nuclear power stocks, among others and investing in companies with positive community relations, environmental sustainability and human rights characteristics. 
Shares of CNI Charter Funds are:
  NOT FDIC INSURED    MAY LOSE VALUE    NO BANK GUARANTEE 

CNI Charter Funds are available to U.S. investors only and may not be available in all states. 

To determine if these Funds are an appropriate investment for you, carefully consider each Fund's investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' full prospectus, which may be obtained by clicking here or by calling 1-800-445-1341 or in the summary prospectus for each Fund.  The summary prospectus may be obtained by clicking on the appropriate Fund name:  

Socially Responsible Equity Fund    Diversified Equity Fund     
 
Full Maturity Fixed Income Fund        Limited Maturity Fixed Income Fund 

Please read the prospectus carefully before investing.

For additional information about the Funds, please review the Statement of Additional Information,
Annual Report or Semi-Annual Report.
Mutual fund investing involves risk, including the possible loss of principal.  Bonds and bond funds will decrease in value as interest rates rise.  Diversification may not protect against market risk. The Investment Managers for CNI Charter Funds are City National Asset Management, Inc. ("CNAM"), a subsidiary of City National Bank, and CCM Advisors, LLC ("CCMA").  CNI Charter Funds are distributed by SEI Investments Distribution Co., which is not affiliated with CNAM or CCMA.