Driven By Research

Managing money since 1992, Emerald is an institutional asset management firm specializing in equity and high grade fixed income portfolio management. The Emerald family of advisors includes Emerald Advisers, Inc., Emerald Mutual Fund Advisers Trust, and Emerald Fixed Income Advisers, LLC. Headquartered in Lancaster, Pennsylvania our award-winning team of research analysts adheres to an intense fundamental research process resulting in over 2,000 company visits a year. This proprietary process is noted for uncovering early investment opportunities that after passing rigorous review are included in a variety of unique growth oriented separate account and mutual fund equity portfolios. In addition, short, mid and long-term fixed income separate account strategies are available, which utilize a combination of proprietary quantitative models and fundamental analysis yielding portfolios of high quality liquid securities.

Emerald Daily Jewel

  • Market Fizzles Before Fourth: All 30 Dow stocks closed lower in the last session before the holiday weekend. Oil was down more than $2 a barrel, while unemployment rose to 9.5%. … read more

Investment Advisory Services

Emerald Advisers, Inc.

Emerald Advisers, Inc. offers equity investment products for those seeking small and mid capitalization growth as well as large capitalization core positions. Our offerings:

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Emerald Fixed Income Advisers, LLC

Emerald Fixed Income Advisers, LLC Offers short, intermediate, and long-term products for those seeking high-quality fixed income strategies. Our offering:

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Emerald Mutual Fund Advisers Trust

EMFAT is a wholly-owned subsidiary of Emerald Advisers, Inc. and was established to allow for Emerald to serve in a sub-advisor capacity for mutual fund and other registered investment companies. EMFAT currently is the sub-advisor for the Forward Emerald Mutual Funds which include:

In addition, EMFAT functions as sub-advisor for the Principal Group

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Current Events

  • DJ TIP SHEET: Tech, Energy Stocks Among Emerald Mid-Cap Picks 2009-05-20
  • Emerald Ninth Annual E-3 Award Winners Announced 2009-02-06
  • Pennsylvania Commonwealth Treasurer, Rob McCord to speak at Emerald Groundhog Day Investment Forum 2009-02-04

Groundhog Day Forum

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Emerald Performance

Forward Funds

Forward Funds and Sierra Club Mutual Funds are distributed by ALPS Distributors, Inc.

© 2007 Forward Management, LLC. All rights reserved. The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please click here or call 1-800-999-6809. Holdings are subject to change.

Rich Media Gallery

Video Screenshot

Getting a perspective on the banking industry on 1210 am 'Big Money Show' with Emerald's Joe Besecker and banking founder Kirk Wycoff of Patriot Financial Partners.

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