|
|
| Mutual Funds | Why Bishop Street Funds | Bishop Street Funds | IRA | Allocation | Open an Account | FAQs | |
 |
Whether you are preparing for retirement, investing pension fund proceeds, looking to increase income or working toward any other financial goals, one thing is certain: It will take planning and commitment to help you realize your objective. Our goal is to be your financial partner, give you advice as needed, and help you plan for your future. Therefore, we have taken the extra steps to give you investment opportunities as well as the flexibility with which you can feel confident. The Bishop Street Funds, advised by Bishop Street Capital Management, can be an excellent way to help you reach your destination, whether it be planning for a home improvement project, a child's college education, or a comfortable retirement. With Bishop Street Funds, investing is made simple. Professional Money Management Bishop Street Capital Management, a registered investment advisor and independent subsidiary of Bank West Corporation and First Hawaiian Bank serves as investment advisor to the Bishop Street Funds. As of December 31, 2006, Bishop Street Capital Management manages $2.5 billion in assets for institutional investors and their consultants in Hawaii, the Pacific Rim and the Mainland U.S. BancWest Corporation, the parent company of Bishop Street Capital Management, First Hawaiian Bank and Bank of the West, is a bank holding company with total assets of $66 billion. Affordability You can invest in any Bishop Street Fund with a minimum initial investment of just $1,000. The minimum initial investment maybe reduced to $100 by establishing an Automatic Investment Plan (AIP). Easy Access to Your Money You can buy or sell Bishop Street Fund shares on any business day. (Upon redemption, shares may be worth more or less than their original cost.) Investment Flexibility As your goals or financial needs change, you'll always have the flexibility to change your investments to meet them. You can exchange shares of one Bishop Street Fund for another at any time, free of charge, provided you are not transferring shares from a Bishop Street Money Market Fund to a non-money market fund. Consult the Funds' prospectus for details about any fees or taxes you might incur as a result of transferring shares. Programs to Meet Investors' Needs Creating programs designed to meet our investors' needs is an important part of our business. We strive to bring together the right funds and money management styles to accommodate a range of investor objectives and risk tolerance levels. Our specially designed investment programs, such as Retire E-Z Rollover IRA is an example of our focus on helping investors meet their investment objectives. Our programs take the guesswork out of how to select from the thousands of mutual fund choices available in the marketplace.
|
|||||