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The Aasgard Small & Mid-Cap Fund is currently available for investment by clients of Coldstream Capital Management, Inc. The Aasgard Small & Mid-Cap Fund is currently registered in all 50 states as well as the District of Columbia, Guam, Puerto Rico, and the U.S. Virgin Islands.

Please contact us via at 425.283.1600 or aasgard@coldstream.com for further information.

Information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful.

Your mutual fund account may be transferred to your state of residence if no activity occurs within your account during the inactivity period specified in your State’s abandoned property laws.

Mutual Fund investing involves risk, loss of principal is possible. Losing all or a portion of your investment is a risk of investing in the Fund. Investments in small- and mid-cap companies involve additional risk such as limited liquidity and greater volatility than larger companies. Investments in REITs will be subject to the risks associated with the direct ownership of real estate and annual compliance with tax rules applicable to REITs.

Click the link above to obtain a current prospectus. Please read and consider it carefully before investing. You may obtain a hardcopy of the prospectus by calling 1.877.476.1909.  Documents meet regulatory requirements when viewed using Internet Explorer.

The Aasgard Small & Mid-Cap Fund is distributed by Quasar Distributors, LLC

Request Fund Information/Contact Us

If you have any questions about our Funds or would like to request further information please contact us. You may also request a free copy of any of the Shareholder Reports or Fund Materials, including the Funds’ proxy voting records.

By Phone:


By Regular Mail:

Aasgard Small & Mid-Cap Fund

c/o U.S. Bancorp Fund Services, LLC

P.O. Box 701

Milwaukee, Wisconsin 53201-0701

By Overnight Delivery:

Aasgard Small & Mid-Cap Fund

c/o U.S. Bancorp Fund Services, LLC

615 E. Michigan Street, Third Floor

Milwaukee, Wisconsin 53202

By Sending Us An E-Mail:


© 2020 Coldstream Capital Management, Inc. & Rainier Group Investment Advisory LLC d.b.a. Coldstream Wealth Management. All data shown includes information from combined entities. All Rights Reserved.