Talk to an Expert | Locations | On the Radio | Video Archive | Blog | myHenssler | About Us | Feedback

Fund Managers

The Henssler Equity Fund is managed by Henssler Asset Management, LLC. Dr. Gene W. Henssler, along with Co-Manager Theodore L. Parrish, CFA and a team of talented analysts, continually review the equity markets for trends and economic events. The research staff meets regularly to review performance, individual equities, and market news. Equity selection is a comprehensive process and no stock is added to the portfolio without agreement among the managers and analysts. Our staff works diligently to manage the fund in a manner that seeks to maximize performance.

Dr. Gene W. Henssler has worked in financial analysis and investment management for 45 years and serves as the President and Chief Investment Officer of G.W. Henssler & Associates, Ltd. and Henssler Asset Management, LLC. Dr. Henssler received his Bachelor of Science in Business Administration from Wayne State University in Detroit, and subsequently earned both his Master of Business Administration and Ph.D. in Finance from the University of Michigan. Dr. Henssler is a registered representative of ALPS Distributors, Inc.

Theodore L. Parrish, CFA is the Director of Investments at G.W. Henssler & Associates, Ltd. and Henssler Asset Management, LLC with responsibilities of managing all research and trading activities of the firm. He received his Bachelor of Science in Business Administration, majoring in Finance, from Kennesaw State University. He holds the Series 7 and Series 66 registrations and is a CFA charterholder. Mr. Parrish is a member of the Atlanta Society of Financial Analysts and a member of the National Association of Securities Professionals (NASP). Mr. Parrish is a registered representative of ALPS Distributors, Inc.

Other Investment Committee Members, both registered representatives of ALPS Distributors, Inc.:

  • Scott L. Keller, CFA
  • William G. Lako, Jr., CFP®

For a complete overview of The Henssler Equity Fund, including the prospectus, click here. Shares of The Fund are distributed by ALPS Distributors, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) ® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CFA®, Chartered Financial Analyst® and the CFA logo certification mark are trademarks owned by CFA Institute. Charterholders who fulfill the requirements of the CFA Program are granted permission, or a license, to use the marks to promote their accomplishment.