Meet Our Investment Managers Forward Management, LLC Founded in San Francisco in 1998, Forward Management, LLC uses qualitative and fundamental analysis to assemble a diversified, equally weighted, large-cap portfolio of the 100 largest U.S. companies that have met the environmental and social criteria established by the Sierra Club. More about Forward Management, LLC> BlackRock Institutional Management BlackRock Institutional Management was organized in 1977 to perform advisory services for investment companies;  it is a wholly-owned indirect subsidiary of BlackRock, Inc., one of the largest publicly traded investment management firms in the United States with $310 billion of assets under management across various investment strategies as of June 30, 2004. More about BlackRock>

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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.