Managed Accounts

The Killen Group acts as investment adviser for our individually managed accounts of stocks and bonds and sub-adviser for the Berwyn Select Mutual Fund Series offered by our affiliate, Berwyn Financial Services Corp. These managed account products are not mutually exclusive, but may be combined in different configurations based upon our clients’ objectives and risk profiles. Due to their complementary nature, many clients have elected to open both types of accounts.

• Stock & Bond Portfolios
• Berwyn Select Portfolios

Stock & Bond Portfolios

Our actively managed product utilizes our value investment style to identify prospective holdings with unrecognized growth potential. Using this discipline, we construct individual portfolios which, consistent with each client’s investment objectives, may contain stocks and bonds as well as mutual funds, including one or more of The Berwyn Funds. We have found that a diversified portfolio of undervalued equities and defensive securities has proven to be an excellent choice to provide long-term growth and to withstand the volatility of the stock market cycles.

Berwyn Select Portfolios

For clients who desire broad representation in all major sectors of the stock and bond markets we recommend the Berwyn Select Mutual fund Series offered through our affiliate, Berwyn Financial Services Corp. This is an actively managed, asset allocation product using no-load mutual funds managed by third party respected advisers that are selected on the basis of performance, volatility, style and management stability. Sector weightings are adjusted based upon relative valuations and our own internal economic outlook. Berwyn Select offers investors specific advantages, which include:

• Diversification of investment styles, including value, growth, small-cap, large-cap and international
• Potential for long-term growth with reduced volatility
• Quick reaction changes in the investment climate
• Selection from a universe of approximately 4,000 no-load mutual funds
• Portfolio asset allocation suitable to each client’s objectives