Achievement is more than being the biggest player or having the most muscle. The only true way to achieve your goals is through performance. That is why performance - measured by growth and protection of assets -- is the single-minded focus of our American Independence team.

For both institutional and individual investors, we offer 4 and 5-star Morningstar funds designed and managed by a seasoned team of professionals. Pros who work in a culture where talent stands out; where discipline and repetition are paramount, and where measures of success are aligned with those of clients and advisors. So if you're looking to leave the slogans and fancy ads behind and work in partnership with a team focused on your success, then contact us today to get on board.

 

LOOKING TO OUTPACE INFLATION?

It is not easy to stay ahead in today's changing financial markets when inflation can eat away at the spending power of your hard earned gains. Our inflation-indexed fund can help you maintain your stride. More >>

 

RESEARCH AND MARKET COMMENTARY

For our most recent commentary on the markets and white papers on investing, please view our Research tab
More >>.

SEARCHING FOR AN EASIER WAY TO ACHIEVE YOUR FINANCIAL GOALS?

Investing should come with a game plan. The NestEgg funds help you identify financial goals and then put you on a glide path that maximizes the likelihood of reaching those targets with a consistent reduction of equity risk along the way. More >>

©2005 American Independence Financial Services, LLC

Important Disclosures

Investing in the Funds involves risk. Equity securities are more volatile and carry more risk than other forms of investments. The Funds may invest in small and mid cap securities which are more volatile than large cap stocks. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value. Investments in fixed income securities are subject to interest rate risks. The principal value of a bond falls when interest rates rise and rises when interest rates fall. During periods of rising interest rates, the value of a bond investment is at greater risk than during periods of stable or falling rates.

Investing in a single-sector mutual fund involves greater risk and potential reward than investing in a more diversified fund. By concentrating on a small number of holdings, the fund carries greater risk because each investment has a greater effect on the fund's overall performance.

For more complete information, you can obtain a prospectus containing complete information on the funds by calling 866-410-2006, or by downloading them from this web site. You should read and consider the fund’s investment objectives, risks, charges and expenses carefully before you invest or send money. Information about these and other important subjects is in the Funds’ prospectus.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and is rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.

Shares of the American Independence Funds are distributed by Matrix Capital Group, Inc., which is not affiliated with American Independence Financial Services, LLC.

NOT FDIC INSURED    MAY LOSE VALUE    NO BANK GUARANTEE