Rockefeller & Co., LLC (“Rockefeller”) is a global asset management and investment advisory firm that provides investment management services and wealth advice to institutions, foundations and endowments, non-profits, individuals, trusts and families. Headquartered in New York City, the firm was founded in 1882 by John D. Rockefeller to manage the Rockefeller Family’s personal and philanthropic interests. It was incorporated in 1979 and has been a registered investment adviser since 1980.
“Based on our three decades of experience in integrating Environmental, Social and Governance (ESG) criteria into our investment process, we recognize that investment opportunities can be enhanced through responsible corporate citizenship and governance practices."
- Rockefeller & Co., LLC
Fund Actively Managed and Sub-Advised by Rockefeller & Co., LLC
Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one at Resources & Tools. Please read the prospectus and/or summary prospectus carefully before investing.
Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.
Touchstone Funds are distributed by Touchstone Securities, Inc., a registered broker-dealer and member FINRA/SIPC
Investment products offered are not FDIC insured, may lose value and have no bank guarantee.
Ready to Continue?
You have clicked a link to access information on a new website, so you will be leaving westernsouthern.com.
Because this new site is independent, Western & Southern Financial Group neither manages nor assumes responsibility for its content.