Learn from your past…Live in the present…Discover your future with Utopia Funds…

At Utopia Funds, our passion is your financial future, your own personalized “Utopia”  that sound investment management can bring you.  Our number one goal is to preserve, grow, and compound your money in a way you can feel great about.  All our people, including the Fund Board, the Advisor, the Fund Managers, our Investor Service Representatives, and our Partners believe in doing what is right for you.

Look around our site to find out more about our people and our guiding philosophy, principles, objectives, and strategy that we feel allows us to stand out from the thousands of other mutual funds and investments possibilities you can choose from. 

Our style of actively managed, long-term global investing with focus on absolute total return allows us to provide you the opportunity and risk / rewards represented by thousands of investments, in only four mutual funds.   Keeping it simple for our shareholders and leaving the hard work up to us, our four Utopia Funds are: the Utopia Growth Fund, the Utopia Core Fund, the Utopia Core Conservative Fund, and the Utopia Yield Income Fund. 

We’re pleased you found us and hope you’ll stay to discover more about us and our funds.  Please check back often as we will be continually adding valuable information to our web site.

Performance Summary - All Utopia Funds
A snapshot of the advisors past performance. learn more >

Which Account Type is Right for Me?
Use this simple guide along with your current financial goals and risk tolerance to help determine which Utopia Mutual Fund is right for you and your family. learn more >