Charlotte Business Journal Highlights Firm’s Plans to Remain Independent

A recent Charlotte Business Journal article shines a light on Bragg Financial’s commitment to remain independent, even as other wealth advisory firms merge, sell, or take on outside investors. The article also highlights our commitment to develop and promote new leadership from within the firm. Read the full article here (PDF).

In 2020, Bragg Financial Advisors entered into a strategic partnership with First Pacific Advisors, LP (FPA), and renamed the funds the FPA Queens Road Small Cap Value Fund and the FPA Queens Road Value Fund. Bragg Financial now serves as sub-advisor to the Funds and continues to manage the Funds’ portfolios. In their role as advisor, FPA oversees and markets the Funds and related separate institutional accounts.

The FPA Funds are distributed by Distribution Services, LLC. 190 Middle Street, Suite 301, Portland, ME 04101. Distribution Services, LLC is not affiliated with FPA or Bragg Financial.

You should consider the Fund’s investment objectives, risks, and charges and expenses carefully before you invest. The Prospectus details the Fund’s objective and policies, charges, and other matters of interest to the prospective investor. Please read the Prospectus carefully before investing.