Later this month, it is anticipated that Segall Bryant & Hamill LLC purchase of Denver Investments (Westcore Funds) will be finalized. Once finalized, the Westcore Plus Bond Fund Retail Class's name will change to the Segall Bryant & Hamill Plus Bond Fund Retail Class. Fortunately, the management team will stay the same, so we do not anticipate any changes to their bond investment strategy. The fund's ticker symbol (WTIBX) will also stay the same.
If you have any questions regarding the name change, your account, or retirement planning; please contact us.