Firm Overview

Schooner Investment Group provides investment management services to institutions and financial intermediaries seeking to preserve and build capital with a focus on sustainable, risk reducing investment strategies. The firm currently manages mutual funds, separate accounts, and private investment funds.

Schooner currently manages the Schooner Fund (SCNAX, SCNIX), and the Schooner Hedged Alternative Income Fund (SHAIX). The Funds were specifically designed for the general investing public, executing investment strategies that seek performance and superior risk management.  This site features investment strategies and philosophies; up to date performance information; a download library for viewing fund regulatory documents and applications; portfolio management overview;  and links to request additional information or provide comments.

To learn more about Schooner Investment Group please visit


Click here for Schooner Funds Prospectus.

Mutual fund investing involves risk; principal loss is possible.

The Schooner Funds are distributed by Quasar Distributors, LLC.

For more information on the Fund’s adviser Schooner Investment Group, LLC please click here.