Cavanal Hill Funds Expands Reach to Investment
Adviser and Retail Channels
Funds’ Availability Through Schwab and Pershing Provides More Competitive Market Position for Asset
March 17, 2010 12:01 PM Eastern Daylight Time
TULSA, Okla.--(EON: Enhanced Online News)--Oklahoma-based Cavanal Hill Funds has expanded its
distribution channel to include two external platforms, Pershing’s FundVest and Schwab’s Mutual Fund OneSource
Service® (OneSource). The fund family seeks to increase the breadth of its distribution by making no-load funds
more readily accessible to registered investment advisers throughout the United States. No transaction fees are
charged by these platforms to investors.
Jim Huntzinger, President of Cavanal Hill Funds, said this will provide an increase to the funds’ visibility in the market
place. “Partnering with Schwab and Pershing provides investment advisers and their clients with an opportunity for
investment in specific strategies at a lower initial investment than account minimums required for institutional
investors,” Huntzinger said.
Cavanal Hill Funds are advised by Cavanal Hill Investment Management®, Inc. (Cavanal Hill), an SEC-registered
investment adviser. Cavanal Hill has offered disciplined investment management services since 1991.
The firm’s investment strategies are built upon the belief that inefficiencies do exist in the market place, and that
through active management, value can be provided to clients by taking advantage of these opportunities. Cavanal Hill
manages assets for a broad and diverse client base that includes foundations, endowments, hospitals, universities,
banking institutions, governmental entities, and high net worth individuals. Strategies are offered through separately
managed accounts, as well as through mutual funds in the firm’s role as investment adviser to the Cavanal Hill family
of mutual funds.
Schwab OneSource users and registered advisers who custody assets on the Schwab platform now have access to
the Cavanal H