Advisors Series Trust
Overview
Advisors Series Trust is a mutual fund trust offering a platform for various investment strategies. It provides investment managers with a cost-effective and efficient means to launch and operate mutual funds, allowing them to focus on managing and growing assets. The trust offers shared services, including directors, trustees, chief compliance officers, and other administrative support, to streamline the fund management process. Additionally, Advisors Series Trust provides access to trust-level distribution agreements and blue sky registration fees, further facilitating the fund launch process. The trust's structure is designed to reduce the operational and administrative burdens associated with managing mutual funds. By co-sponsoring the trust with UMB Fund Services, Advisors Series Trust combines specialized expertise in fund formation and series trust administration with UMB's experience as a fund service provider. This collaboration enables investment managers to bring products to market with minimal cost and time, enhancing scalability and efficiency. Advisors Series Trust's platform is utilized by a diverse range of investment managers, including those managing fixed income, equity, and alternative investment strategies. The trust's open architecture and cost-sharing platform allow for flexibility and adaptability, accommodating various investment approaches and strategies. This structure aligns the interests of the trust with those of shareholders and advisors, fostering a culture of compliance, integrity, and accountability. The trust's investment philosophy emphasizes providing a seamless experience for investment managers, enabling them to devote more time to maximizing portfolio value. By offering a comprehensive suite of services and support, Advisors Series Trust aims to enhance the profitability and scalability of its partner investment managers, contributing to the overall success and growth of the mutual funds under its platform.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Advisors Series Trust
What sectors does Advisors Series Trust invest in?
Advisors Series Trust invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Wisconsin, United States. Advisors Series Trust is listed as a mutual fund in the ConnectSafely investor database.
What stage does Advisors Series Trust invest at?
Advisors Series Trust backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Advisors Series Trust invest in?
Advisors Series Trust invests across United States.
What companies has Advisors Series Trust invested in?
Advisors Series Trust's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and JPMorgan Chase.
Last updated · Source: ConnectSafely investor database