Mutual Fund Families

Stephen A. Kohn & Associates, Ltd. does not accept or participate in short-term or market timing mutual fund trading activity.  Any customer accounts attempting to engage in this activity will have their orders cancelled and trading privileges suspended.

AIM

Evergreen/Keystone Funds

Nuveen Funds

Alger Funds

Fidelity Advisor Funds

Oppenheimer Funds

Alliance Capital

First Investors

Phoenix Funds

American Funds

Fortis Funds

PIMCO Advisors

Aquila Funds

Franklin Templeton

Pioneer Funds

Calvert Funds

GT Global

Putnam Funds

Capstone Financial

John Hancock Funds

Rochester Funds

Colonial/Liberty Funds

IDEX Funds

Rydex Funds

Colorado Bondshares

ING Family of Companies

Security Benefit

Davis Funds

Lord Abbett Funds

Seligman Funds

Delaware Investments

Lexington Funds

SoGen Funds

Dreyfus Funds

MFS/New USA

Thornburg Funds

Eaton Vance Funds

 

VanEck Global

 

Van Kampen/American Capital/Morgan Stanley

 

The listings above represent a small fraction of Mutual Fund Families available through Stephen A. Kohn & Associates, Ltd. 
A complete list would be difficult to present in this forum.

If you are interested in a product that you do not see listed on this Website, please call and inquire about its availability.

 

 

 

 

Wrap Accounts

Individually managed, fee based, non-discretionary accounts are available.   This account category provides the opportunity for unlimited trading, replaces individual trade commissions with an annual management fee charged quarterly to account.*


Please ask your Representative for details or
call (303) 996-5680 for information.

*A per trade transaction fee does apply.

Asset Management Programs

Direct Participation Programs

Stephen A. Kohn & Associates, Ltd.
3232 South Vance Street, Suite 210 * Lakewood, Colorado 80227
303-984-2558 * 888-984-2558 * FAX 303-985-2323
Member  FINRA, SIPC, MSRB