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A prospectus for the funds may be obtained by calling Shareholder Services at 1-800-992-6757 or by visiting our Literature page. An investor should consider the investment objective, risks, and charges and expenses of the investment company carefully before investing. The prospectus contains this and other information. Read the prospectus carefully before investing.

General Application

Traditional IRA Application

Roth IRA Application

Simple IRA Application

Coverdell Education Savings Application

Redemption Form


Funds Snapshot

As of the close of trading November 25, 2015

Berwyn Fund




Berwyn Income Fund




Berwyn Cornerstone Fund




Meet our team

Meet our team

Our seasoned investment professionals take the long-term view and put our shareholders first.

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