Why Pearl Funds?

Pearl Total Return
      
Performance
      
Portfolio Holdings
       Reports
       State Availability
       Maintenance Forms
       News

             
Pearl Aggressive Growth
      
Performance
      
Portfolio Holdings
       Reports
       State Availability
      
Maintenance Forms
       News

Management

Real, Live People

Shareholder Services

Maintenance Forms

Contact Pearl Funds


Privacy Policy

Important
Legal Information

Proxy Voting Disclosure

 

Real, Live People


When you contact us at Pearl Mutual Funds and Pearl Management Company:

  • A real, live person will take your call, promptly — we intend no waiting on hold, listening to bad music. If we break this promise, tell us and you will receive our personal apology.
  • Your calls, e-mails, and faxes come directly into our office, to help us respond to you quickly.
  • You will know the name of the person you talk with. He or she will be one of our officers or key staff persons named below.
  • You will get a straight answer. If we don’t know the answer, we will find it and get back to you quickly.
  • You have direct contact with our small, dedicated staff. We handle all calls, inquiries, shareholder accounts, and transactions within our one and only office in Muscatine, Iowa. Because you and your concerns are important to us, we do this important work ourselves instead of hiring it out to some big, faceless company with nameless employees.

Front Row: Renata LaMar, Karen Brookhart, and Peggy Cherrier.
Second Row:
Rob Solt, Dave Stanley, Chris Ingstad, and Rich Phillips.
In front of our office at Octagon Place, Muscatine, Iowa.

These three Executive Officers share day-to-day responsibility for managing Pearl Total Return Fund and Pearl Aggressive Growth Fund. They serve as the Investment Committee for both Funds. Together they have over 54 years of experience in mutual funds investment management:

President, Chief Executive Officer, Chief Operating Officer, and Chief Financial Officer

Senior Counsel, Chief Legal Officer, and Secretary

Treasurer, Assistant Secretary, and Investment Manager
   

These key staff persons also provide services for both Funds and for the shareholders:

Portfolio Management Associate
 

Compliance Associate, Transfer Agent Representative, and Assistant Secretary
   

Vice President and Shareholder Services Director
   

Controller and Assistant Treasurer

Chief Compliance Officer

 

 

                                               

                                     info@pearlfunds.com