Timothy Plan, a Maitland, Florida-based Judeo-Christian-principled fund family, has tapped Gemini Fund Services to provide fund administration, accounting and transfer agency services.
"As our mutual fund offering grows, we realized it was necessary to upgrade our back office capabilities and service
partners," said Arthur D. Ally, founder
and president of the Timothy Plan, in a press release on Tuesday.
Timothy has $580 million of AUM across its 13 funds. The firm is gearing up to expand its roster with the October 1 launch of the Timothy Plan Israel Shared Values Fund.
Company Press Release
Gemini Fund Services Named Service Provider for the Timothy Plan
Gemini to Provide Back Office Support, Daily Valuations and Shareholder Service to Socially Responsible Family of Funds
HAUPPAUGE, N.Y., Sept. 13, 2011 -- Gemini Fund Services, LLC (Gemini), an engaged partner to independent advisers as a provider of comprehensive, pooled investment solutions, announced today it has been tapped as fund administrator, accountant and transfer agent for the Timothy Plan, a Maitland Fla.-based, Judeo-Christian-principled family of funds. Gemini will provide administrative services, daily portfolio valuation and complete customer service support for the funds.
"We are extremely excited to have this opportunity to work with the Timothy Plan," said Andrew Rogers, President of Gemini. "Their socially responsible approach to investing has resulted in exceptional performance and positioned them for great growth. We look forward to providing the Timothy Plan with a full suite of administrative solutions and to helping them grow their offering while providing unmatched service for their shareholders."
With 13 funds totaling more than $580 million in assets, the Timothy Plan employs a "Biblically responsible" investment approach that helps investors match their financial goals with their moral convictions. The firm is preparing to launch the Timothy Plan Israel Shared Values Fund on Oct. 1.
"As our mutual fund offering grows, we realized it was necessary to upgrade our back office capabilities and service partners," said Arthur D. Ally, Founder and President of the Timothy Plan. "Gemini is a good fit for us, dedicated to providing personalized service and great attention to our shareholders, as well as offering a broad range of turnkey services that support our continued growth. Their extensive experience and insight will be invaluable as we continue to expand our offering."
For media inquiries, please contact Dana Taormina at 973-850-7305 or dtaormina@jcprinc.com.
About Gemini Fund Services, LLC
Gemini Fund Services LLC (www.geminifund.com) provides comprehensive, pooled investment solutions as an engaged partner to independent advisers. Gemini serves as a strategic partner and resource to advisers that want to bring their own, unique investment vehicles to market, including mutual funds, hedge funds, and alternative investments such as collective investment trusts. As a full-service firm, Gemini provides the administration, accounting, and technology that advisers need in order to launch and market successful products. With over 25 years of experience creating and servicing funds, Gemini brings years of industry knowledge and insight to help advisers achieve the vision of their product and deliver the most extensive range of turnkey solutions to clients.
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