Adviser to Ave Maria Mutual Funds Announces Four Promotions
28 Dezembro 2017 - 12:15PM
Business Wire
Schwartz Investment Counsel, Inc. (the investment adviser to the
Ave Maria Mutual Funds) has announced the promotion of four
employees. Robert C. Schwartz, CFP, was promoted to Senior Vice
President. Brian D. Milligan, CFA, and Brandon S. Scheitler were
both named Vice President and Annie M. Malcolm was promoted to
Operations Manager. Brian Milligan is the Lead Portfolio Manager of
the Ave Maria Growth Fund (Ticker: AVEGX), Brandon Scheitler is the
Lead Portfolio Manager of the Ave Maria Bond Fund (Ticker: AVEFX)
and Robert Schwartz is Co-Portfolio Manager of the Ave Maria World
Equity Fund (Ticker: AVEWX).
George P. Schwartz, CFA, Chairman and CEO of Schwartz Investment
Counsel, Inc., said, “These four individuals are key contributors
to the success of Schwartz Investment Counsel, Inc., and their
promotions reflect their importance to the continued growth of our
firm.”
Richard L. Platte, Jr., CFA, President and Chief Investment
Officer added, “Bob, Brian, Brandon, and Annie are valued
colleagues and their promotions help position us to better serve
our clients.” Headquartered in Plymouth, Michigan, Schwartz
Investment Counsel, Inc. manages more than $2 billion of investor
assets and also has a branch office in Ave Maria, Florida.
About Ave Maria Mutual Funds
Ave Maria Mutual Funds is the largest family of Catholic mutual
funds in the U.S. with over $2 billion in assets. The five no-load
funds invest in companies that do not violate core values and
teachings of the Catholic Church. The largest of the funds is the
$975 million Ave Maria Rising Dividend Fund (Ticker: AVEDX). For
more information about Ave Maria Mutual Funds, please call
1-866-AVE-MARIA (866-283-6274) or visit
http://avemariafunds.com.
About Schwartz Investment Counsel, Inc.
Schwartz Investment Counsel, Inc. is a Registered Investment
Adviser. Founded in 1980, the Firm is headquartered in Plymouth,
Michigan with a branch office in Ave Maria, Florida. In managing
the Ave Maria Mutual Funds, investments are made only if companies
meet the Funds’ financial and moral criteria. As such, returns may
be lower or higher than if decisions were based solely on
investment considerations. The Funds’ method of security selection
may or may not be successful and the Funds may underperform or
outperform the stock market as a whole. All mutual funds are
subject to market risk, including possible loss of principal. For
more information about Schwartz Investment Counsel, Inc., please
visit www.schwartzinvest.com.
Request a prospectus, which includes investment objectives,
risks, fees, expenses and other information that you should read
and consider carefully before investing. The prospectus can be
obtained by calling 1-866-283-6274 or it can be viewed at
www.avemariafunds.com.
Distributed by Ultimus Fund Distributors LLC.
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Schwartz Investment Counsel, Inc.Mike RichterDirector of
Marketing734-455-7777mjr@schwartzinvest.com
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