About Us

Epiphany Funds was started on January 8,2007, the first business day following the feast of the Epiphany. The goals are simple.

  • Investment performance
  • Moral performance
    • Promote the dignity and balance of life
    • Protect marriage and families
    • Reward Coporate Responsibility

We strive to make this mutual fund that you will be proud to own.  These mentioned goals is our filtering process to find companies that are focused on promoting a sustainable product or service in a sustainable manner for years to come. Epiphany Funds’ Management talks with companies’ corporate management, votes proxies, and uses shareholder actions to improve companies’ structure for the main purpose of increasing their shareholder value.  

 

 
 
Epiphany Funds
106 Decker Court
Suite 226
Irving, TX 75062
 
Mutual Funds involve risk, including possible loss of principal. The Funds may invest in REITs. Investing in REITs involves certain unique risks in addition to those risks associated with investing in the real estate industry in general. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few. Stocks of mid-cap and small-cap companies are more risky than stocks of larger companies. The Adviser invests in equity securities only if they meet both the Fund’s investment and moral requirements, and as such, the return may be lower than if the Adviser made decisions based solely on investment considerations. The Portfolio’s investments in convertible securities subject the Portfolio to the risks associated with both fixed-income securities and common stocks. There is a risk that issuers and counterparties will not make payments on securities and other investments held by the Fund, resulting in losses to the Fund. Foreign investing involves risks not typically associated with U.S. investments. Countries with emerging markets may have relatively unstable governments, social and legal systems that do not protect shareholders. The Funds may invest in high yield securities, also known as “junk bonds.” High yield securities provide greater income and opportunity for gain, but entail greater risk of loss of principal .

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