Saxon Financial Inc. recently launched Advisor Series, a front-load series that offers a 1% trailer fee on all Saxon equity funds.
Targeted for investors who use the services of a financial advisor, Advisor Series offers Saxon’s value investment expertise and competitive management fees.
“In launching Advisor Series, Saxon recognizes the value of professional financial advice while maintaining its commitment to fair pricing,” says Allan Smith, president and CEO. “Saxon believes in tailored, fair and transparent pricing for all investors, whether it’s those seeking advice or the do-it-yourself investor.”
Saxon will absorb all operating expenses of Advisor Series, as it has always done with its original Investor Series and F Series.
Saxon’s newest fund offerings will also be available in Advisor Series. These include Saxon Microcap Fund, the only value style microcap fund in Canada, Saxon U.S. Small Cap Fund and Saxon Global Small Cap Fund.
Toronto-based Saxon Financial Inc. has three principal lines of business: Saxon Funds Management Limited, which manages a family of high-performing mutual funds; Howson Tattersall Investment Counsel Limited, an institutional asset management business; and Howson Tattersall Private Asset Management Inc., a private client asset management business.
Saxon launches Advisor Series
New series offers 1% trailer fee on all Saxon equity funds
- By: IE Staff
- January 22, 2008 January 22, 2008
- 11:20