A seasoned professional investment manager with over 50 years of experience, Mr. Cohen is currently the Senior Managing Director of The Investment House, LLC. Mr. Cohen has served as Co-Portfolio Manager of The Investment House Growth Fund from its inception. Prior to the formation of The Investment House, LLC, Mr. Cohen served on the Investment Policy Committee for First Western Investment Management and was responsible for research and equity management for the firm.
Prior to First Western, Mr. Cohen had formed GKM Advisers, a registered investment advisory firm, in January 2000 and served as the Chief Investment Strategist. Prior experience includes 5 years Senior Managing Director at Gerard Klauer Mattison & Co., 10 years as a Senior Managing Director at Gruntal & Co., 14 years as a Limited Partner at Bear, Stearns & Co., and 9 years as a General Partner at Kleiner, Bell & Co. In the mid-1960’s, Cohen was associated with members of the President’s Council of Economic Advisors.
Mr. Wahl currently serves as President of The Investment House LLC and also serves as Trustee and President of The Investment House Funds, which launched The Investment House Growth Fund in December of 2001. Mr. Wahl has served as Trustee, President and Co-Portfolio Manager of the Investment House Growth Fund since its inception. Mr. Wahl’s primary responsibilities include research and equity management.
Prior to the formation of The Investment House, LLC, Mr. Wahl served as a Managing Director and sat on the Investment Policy Committee for First Western Investment Management. Mr. Wahl was primarily involved in equity research and equity management and also served as manager of First Western’s Westwood office. Prior to First Western, Mr. Wahl formed GKM Advisers in January of 2000. Mr. Wahl has spent the last 20 years in the capital markets arena.
Prior to GKM Advisers, he operated his own investment advisor firm, which subsequently served as the business model for GKM Advisers. Mr. Wahl worked as a NASDAQ market maker in the early 1990’s with Gruntal Securities in Los Angeles and Cruttenden Roth in Irvine, CA. He earned his CPA credential while working for Deloitte and Touche, auditing money management firms and professional sports franchises. Mr. Wahl played professional baseball for the Milwaukee Brewers while completing his college education at California State University at Dominguez Hills, Oklahoma City University and San Diego State University with a BS in Accounting.
For More Information About The Fund:
An investor should carefully consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund, and is available by calling 1-888-456-9518 or can be downloaded from the How To Invest section or the Additional Fund Documents link on this site. Please read the prospectus carefully before investing. The Fund is distributed by Ultimus Fund Distributors, LLC.
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The Investment House Funds