Apr 26
Excelsior Value and Restructuring Fund
Symbol: UMBIX
Manager: David Williams
Record: Returned 14% every year for the last 10 years
Reason: Creates a solid base; Tax effecient
Style: Large Company Value Fund
Minimum Investment: $500.00 ($250.00 in an IRA)
Website: http://www.excelsiorfunds.com
Application: http://www.excelsiorfunds.com/applications_pdf.asp
Notes: Manage online at website. No need to purchase via broker.
