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About Forward Management
Managed With Experience And Insight By The Professionals At Forward
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The independent investment advisor managing the Sierra Club Stock Fund is a natural choice - Forward Management, LLC. In an industry characterized by the sameness of thinking, Forward Management employs an investor-first approach to managing investment assets. We are as passionate about achieving excellent financial performance as our investors are about improving the world around them.

We also are passionate about pursuing absolute transparency on behalf of our shareholders. We simply do not tolerate investing practices that involve market timing, late trading or anything else that will harm Sierra Club Stock Fund investors. We were among the first fund families in America to disclose all officer fund trades and all daily fund flows on our website. This is the commitment to openness and transparency you can expect from Forward Management.

From our headquarters in San Francisco, Forward Management strives to identify great investment opportunities that also meet the Sierra Club's strict environmental and social guidelines. This way, our investors can feel assured they are investing in companies that don't conflict with their values.

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The Sierra Club Stock Fund is professionally managed under the supervision of Forward Management, the independent Investment Advisor. The fund may choose not to purchase or retain investments that may be profitable if the companies being considered are in conflict with the established environmental and social guidelines of the Sierra Club.

Sierra Club Stock Fund is distributed by ALPS Distributors, Inc.
We respect your privacy.
Sierra Club® is a registered trademark of the Sierra Club.