The Kit Cole Strategic Growth Fund, the flagship mutual fund sponsored by Kit Cole Investment Advisory Services, a woman-owned and operated registered investment advisory company, has the urge to merge.

The San Rafael, Calif.-based firm's executives have been actively seeking another mutual fund or funds they can acquire and merge into the fledgling $5.5 million no-load fund. "One of the challenges of not being associated with a big firm is being somewhat isolated," said Kit Cole, CEO and portfolio manager of the advisory firm and fund that bear her name.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.