We began Utopia Funds with one goal in mind – to bring our global, active management, value-at-risk investment approach to all. Our no-load mutual funds were created for individuals who are interested in harnessing the power of their good intentions and growing their wealth for their future. For over 20 years, our Fund Advisor's principled investment philosophy and attention to global detail has been instrumental in allowing generations of wealthy families to manage their resources, achieve their financial goals, and enjoy some of life’s greatest moments.
Now, that investment strategy is available to you…
and those you share your life with.
We want you to know, we take our responsibilities seriously. The planning and development of Utopia Funds has been a 3-year process, born from decades of investment and wealth management experience. Every step along the way has been painstakingly researched and thoughtfully debated, that’s our style. Our management, service, and portfolio management teams were assembled to bring together deep content expertise for each area of your Utopia Funds experience. So, although we’re a new fund, launched in 2005, we think you’ll agree we’ve already got a lot right.
