Use the following to open a new account with us or to transfer your money from other institutions. For printed copies, please call us at 1.866.818.8877 or email info@edgepointwealth.com.

Get comprehensive information about our products, including prospectuses, portfolio disclosures and more.

Access our Portfolios’ management reports on fund performance and financial statements.

Required disclosure mandated by regulators. Updated annually, Fund Facts highlights key information about the Portfolio, including fees and risks, so that you and your advisor can select the investments that are right for you.

Quarterly snapshot of Portfolio holdings and performance.