Samuel Robert Koehler

Founded in 2001 by Richard Lane, Broadview Advisors LLC is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm provides investment advisory services primarily to investment companies and other institutional clients, including pension and profit sharing plans, pooled investment vehicles, corporations, foundations, endowments and other business entities. Advisory services may also be provided to individuals, trusts and estates. Their sole mutual fund client is the Broadview Opportunity Fund (BVAOX), a series of Broadview Funds Trust, a registered open-end management investment company.