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 Adam
C. Bliss
Co-Portfolio Manager, Westcore
MIDCO Growth Fund
Joined Firm: 2004
Investment Experience: 11 Years
Effective April 29, 2008, Adam is Co-Portfolio Manager for
Westcore MIDCO Growth Fund. He joined Denver Investment Advisors
as a Research Analyst for the growth team in 2004. Prior to
joining the firm, he worked as an Equity Research Analyst
at Berger Funds where he entered the investment field at the
beginning of his career. He earned his B.S.B.A. from Saint
Mary's College of California and his M.B.A. from the Daniels
College of Business, University of Denver.
 Jeffrey
J. Loehr, CFA
Co-Portfolio Manager, Westcore
MIDCO Growth Fund
Joined Firm: 2001
Investment Experience: 8 Years
Effective April 29, 2008, Jeff is Co-Portfolio Manager for
Westcore MIDCO Growth Fund. He joined our Mid-Cap Growth Research
Team in 2001. He started with Denver Investment Advisors in
2000 as an intern and research assistant for the Growth Investing
style. Jeff's current areas of focus include retail and consumer
related, staples and commerical services. He earned his B.A.
from The University of South Florida and his M.B.A. from the
University of Denver. He is also a CFA charterholder and a
member of the CFA Society of Colorado.
 Ross
G. Moscatelli, CFA
Lead Portfolio Manager,
Westcore Growth
Fund
Joined Firm: 2004
Investment Experience: 13
Years
Effective September 28, 2004,
Ross G. Moscatelli is Lead Portfolio Manager of Westcore Growth
Fund. Ross was Co-Portfolio Manager of Westcore Growth Fund
from April 14, 2004 to September 27, 2005. Prior
to rejoining Denver Investment Advisors in 2004, Ross was
an Associate Portfolio Manager with Invesco Funds Group, Inc.
beginning in 2001. From
1997 to 2001, Ross was a member of the equity growth research
team at Denver Investment Advisors.
From 1995 to 1997, he worked as an Investment Banking
Financial Analyst/Associate with Morgan Keegan & Company,
Inc. Ross received
his Bachelor of Arts from Duke University.
He holds the Chartered Financial Analyst designation.
 Derek
J. Scarth
Co-Portfolio Manager,
Westcore Growth
Fund
Joined Firm: 2004
Investment Experience: 9
Years
Effective September 28, 2004,
Derek J. Scarth is Co-Portfolio Manager for Westcore Growth
Fund. Derek joined Denver Investment Advisors as a Senior
Research Analyst in 2004. Prior to joining the firm, he worked
as an Investor Relations Manager at Newmont Mining Corporation
and spent four years at Berger Financial Group as an Equity
Analyst. Derek earned his B.A. from Regis University and his
M.S.M. from the University of Denver.
 Craig
W. Juran, CFA
Co-Portfolio Manager, Westcore
Growth Fund
Joined Firm: 2004
Investment Experience: 14 Years
Craig joined Denver Investment Advisors LLC as Co-Portfolio
Manager of Westcore Growth Fund in 2004. Prior to joining
the firm, he worked for Invesco Funds Group, Inc. where he
was an Equity Analyst and Associate Partner since 2002. From
1998 to 2002, Craig was a Product Manager for Invesco Funds
Group, Inc. and from 1997 to 1998, he worked as a Communications/Financial
Writer with Invesco. From 1994 to 1997, Craig worked for Lipper
Analytical Services, Inc. as a Research Analyst and Manager.
He earned his B.A. and M.A. from Colorado State University.
Craig holds the Chartered Financial Analyst designation and
is a current member of the CFA Society of Colorado.
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 John
C. Fenley, CFA
Lead Portfolio Manager, Westcore
International Frontier Fund
Joined Firm: 2000
Investment Experience:
18 Years
John has been Lead Portfolio
Manager for Westcore International Frontier Fund since November
27, 2006 and Co-Portfolio Manager since October 1, 2003. He
joined Denver Investment Advisors in 2000 from Hansberger
Global Investments where he was the Lead Portfolio Manager
and Portfolio Team Member responsible for over $1.0 billion
in assets of international, global and small-cap mandates
for institutional clients and mutual funds. Prior to that
he worked as a Portfolio Manager at Sun Trust Bank where he
was responsible for $900 million in Personal and Institutional
Trust assets. John worked at the Fifth Third Bank as a Portfolio
Manager and Equity Analyst prior to joining Sun Trust Bank.
John received his M.B.A. from Duke University's Fuqua School
of Business and has a B.A. from Vanderbilt University. John
is a Chartered Financial Analyst and a member of the CFA Society
of Colorado and The Association for Investment Management
& Research.
 Jeremy
A. Duhon, CFA
Co-Portfolio Manager, Westcore
International Frontier Fund
Joined Firm: 2004
Investment Experience:
7 Years
Jeremy A. Duhon, CFA has been a co-portfolio manager of the
Westcore International Frontier Fund since April 30, 2009.
He is also a research analyst on the international small-cap
team and a vice president at Denver Investments. Prior to
joining the firm in 2004, Mr. Duhon worked as a senior investment
fellow at El Pomar Foundation for two years. He received a
BA from Pomona College. Mr. Duhon is a CFA charterholder and
a member of the CFA Institute.
 Koji
Oki, CFA
Co-Portfolio Manager, Westcore
International Frontier Fund
Joined Firm: 2006
Investment Experience:
5 Years
Koji Oki, CFA has been a co-portfolio manager of the Westcore
International Frontier Fund since April 30, 2009. He is also
a research analyst on the international small-cap team and
a vice president at Denver Investments. Prior to joining the
firm in 2006, Mr. Oki worked at Reed Global Advisors LLC for
three years as an equity research analyst. He also worked
for The Yankee Group as a senior analyst for one year and
interned with The Boston Consulting Group in Tokyo. Prior
to that he spent six years working as a trade policy officer
at the Ministry of Posts and Telecommunications in Japan.
Mr. Oki received a BA from Keio University in Japan and an
MPP from Harvard University. He is a CFA charterholder and
a member of the CFA Institute.
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 Kris
Herrick, CFA
Co-Portfolio
Manager
Westcore Blue Chip Fund
Westcore
Mid-Cap Value Fund
Westcore Small-Cap
Opportunity Fund
Westcore
Small-Cap Value Fund
Westcore
Micro-Cap OpportunityFund
Joined Firm: 2000
Investment Experience: 11 Years
Kris B. Herrick, CFA, a Vice President of Denver Investment
Advisors is Director of Value Research and is responsible
for co-managing Westcore Blue Chip Fund, Westcore Mid-Cap
Value Fund, Westcore Small-Cap Opportunity Fund and Westcore
Small-Cap Value Fund. Kris joined Denver Investment Advisors
as a Research Analyst in 2000. His previous experience includes
working as an analyst with Jurika and Voyles. Kris earned
both a B.A. and a B.S. from the University of Northern Colorado.
He is a Chartered Financial Analyst and a member of the CFA Society of Colorado.
 Mark
M. Adelmann, CFA, CPA
Co-Portfolio Manager
Westcore Blue Chip Fund
Westcore
Mid-Cap Value Fund
Westcore
Small-Cap Opportunity Fund
Westcore
Small-Cap Value Fund
Joined Firm: 1995
Investment Experience:
27 Years
Mark M. Adelmann, CFA, CPA, a Vice President of Denver Investment
Advisors is a Senior Research Analyst with the Equity Value
Research Team and is responsible for co-managing Westcore
Blue Chip Fund, Westcore Mid-Cap Value Fund, Westcore Small-Cap
Opportunity Fund and Westcore Small-Cap Value Fund. Mark joined
the Value Strategies Group in 1995 in order to expand the
capabilities of the department. Prior to joining Denver Investment
Advisors, Mark worked with Deloitte & Touche for 14 years
in auditing and financial reporting. He received his B.S.
from Oral Roberts University and is a Certified Public Accountant.
Mark is a Chartered Financial Analyst and a member of AIMR
and the CFA Society of Colorado.
 Derek
Anguilm, CFA
Co-Portfolio
Manager
Westcore Blue Chip Fund
Westcore
Mid-Cap Value Fund
Westcore
Small-Cap Opportunity Fund
Westcore
Small-Cap Value Fund
Joined Firm: 2000
Investment Experience: 9 years
Derek R. Anguilm, CFA, a Vice
President of Denver Investment Advisors, is a Senior Research
Analyst with the Equity Value Research Team and is responsible
for co-managing Westcore Blue Chip Fund, Westcore Mid-Cap
Value Fund, Westcore Small-Cap Opportunity Fund and Westcore
Small-Cap Value Fund. Derek joined the Value Research Team
in December 2002. He started at Denver Investment Advisors
as a Research Analyst to Wealth Management and Growth investing
style in 2000, after interning as a research assistant on
the MIDCO product. His previous experience includes an internship
as a research assistant at Everen Securities. Derek earned
a B.S. in Finance at Metropolitan State College of Denver
and was President of the Finance Club while there. Derek is
a member of the Association for Investment Management and
Research as well as an affiliate member of the CFA Society of Colorado.
 Troy
Dayton, CFA
Co-Portfolio
Manager
Westcore Blue Chip Fund
Westcore
Mid-Cap Value Fund
Westcore
Small-Cap Opportunity Fund
Westcore
Small-Cap Value Fund
Joined Firm: 2002
Investment Experience: 12 years
Troy Dayton, CFA, a Vice President
of Denver Investment Advisors, is a Senior Research Analyst
with the Equity Value Research Team and is responsible for
co-managing Westcore Blue Chip Fund, Westcore Mid-Cap Value
Fund, Westcore Small-Cap Opportunity Fund and Westcore Small-Cap
Value Fund. Troy joined Denver Investment Advisors as a Research
Analyst with the Value Strategies Group in 2002. Prior to
joining the firm, he was an Equity Research Analyst with Jurika
and Voyles, as well as an Analyst at Dresdner RCM Global Investors.
He also worked as a Trading Support Officer for Citibank's
Global Asset Management Department in London, England. Troy
earned his B.S. degree from Colorado State University. Troy
is a Chartered Financial Analyst.
 Lisa
Z. Ramirez, CFA
Co-Portfolio
Manager
Westcore Blue Chip Fund
Westcore
Mid-Cap Value Fund
Westcore
Small-Cap Opportunity Fund
Westcore
Small-Cap Value Fund
Joined Firm: 1993
Investment Experience: 15 years
Lisa Z. Ramirez, CFA has been a co-portfolio manager of the
Westcore Blue Chip Fund, Westcore Mid-Cap Value Fund, Westcore
Small-Cap Opportunity Fund and Westcore Small-Cap Value Fund
since April 30, 2009. She is also a research analyst on the
value team and a vice president at Denver Investments. Prior
to joining the value team in 2005, Ms. Ramirez was with the
mid-cap growth equity team for eight years. Prior to that
Ms. Ramirez started her career at Denver Investments as a
portfolio administrator. She received a BS from the University
of Colorado at Denver and an MBA from Regis University. Ms.
Ramirez is a CFA charterholder and a member of the CFA Institute
and the CFA Society of Colorado.
 Paul
Kuppinger, CFA
Co-Portfolio
Manager
Westcore
Micro-Cap Opportunity Fund
Joined Firm: 2006
Investment Experience: 19 years
Paul Kuppinger, CFA, a Vice President of Denver Investment
Advisors, is a Quantitative Analyst with the Equity Value
Research Team responsible for co-managing the Westcore Micro-
Cap Opportunity Fund since its inception. Prior to joining
Denver Investment Advisors in 2006, Mr. Kuppinger was a principal
at Rocky Mountain Wealth Advisors since 2004 following a year
of consulting as a self-proprietor in 2003. Prior to this
he has held various positions in the wealth 24 management
business at CPFA, Curian Capital, Prima Capital and KPMG Investment
Advisory Practice. Mr. Kuppinger has a total of 18 years of
professional experience.
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 Jon
Tesseo
Co-Portfolio Manager
Westcore Micro-Cap
Opportunity Fund
Joined Firm: 2008
Investment Experience: 21 years
Jon Tesseo, a Vice President of Denver Investment Advisors,
is a Quantitative Analyst with the Equity Value Research Team
responsible for co-managing the Westcore Micro-Cap Opportunity
Fund since its inception. Prior to joining Denver Investment
Advisors in 2008, he was an Investment Director at OmniWealth
Ltd. since June 2007. Prior to that, he held Portfolio Manager/research
positions at Oak Research, Inc. (April 2004-June 2007), Harris
Investment Management (August 1999-April 2004) and Navellier
& Associates (April 1991-August 1999). He began his career
with Lotus Development, Inc. Mr. Tesseo has a total of 20
years of professional experience.
 Mark
R. McKissick,
CFA
Lead Portfolio
Manager,
Westcore Flexible
Income Fund and
Westcore Plus Bond Fund
Joined Firm: 1999
Investment Experience: 17 Years
Mark R. McKissick, CFA, a Vice President of Denver Investment
Advisors is responsible for managing the Westcore Plus Bond
Fund and Westcore Flexible Income Fund. He has been a fixed
income research analyst with Denver Investment Advisors since
1999. His previous experience includes work with Hotchkis
& Wiley, Payden & Rygel Investment Council, and Salomon
Brothers. He also worked as a Senior Accountant with Ernst
& Young with his CPA (although he is non-practicing now).
Mark earned a B.S. from Oklahoma State University and an M.B.A.
from the University of Chicago. He hold the Chartered Financial
Analyst designation and is a member of the CFA Society of
Colorado.
 Troy
Johnson,
CFA
Co-Portfolio
Manager,
Westcore Flexible
Income Fund
Joined Firm: 2007
Investment Experience: 14 Years
Troy A. Johnson, CFA has been a co-portfolio manager of the
Westcore Flexible Income Fund since April 30, 2009. He is
a research analyst on the fixed income team and a vice president
at Denver Investments. Prior to joining the firm in 2007,
Mr. Johnson worked as a portfolio manager and analyst at Quixote
Capital Management for six years, specializing in risk arbitrage.
He also performed credit analysis of investment grade and
high yield issues for eight years while ultimately serving
as the senior fixed income analyst at Invesco Funds Group,
Inc. Mr. Johnson received a BS from Montana State University
and an MS from the University of Wisconsin. He is a CFA charterholder
and a member of the CFA Institute and the CFA Society of Colorado.
 Lisa
M. Snyder,
CFA
Co-Portfolio
Manager,
Westcore Plus
Bond Fund
Joined Firm: 2006
Investment Experience: 12 Years
Lisa M. Snyder, CFA has been a co-portfolio manager of the
Westcore Plus Bond Fund since April 30, 2009. She is a research
analyst on the fixed income team and a vice president at Denver
Investments. Prior to joining the firm in 2006, Ms. Snyder
worked for eight years as a performance analyst for Ampersand
Capital. She received a BA from Stanford University and an
MS from the University of Denver. Ms. Snyder is a CFA charterholder
and a member of the CFA Institute and the CFA Society of Colorado.
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Page
 Thomas
B. Stevens, CFA
Lead Portfolio Manager,
Westcore Colorado Tax-Exempt Fund
Joined Firm:
1986
Investment Experience: 39 years
Effective May 28, 1999, Thomas
B. Stevens has been Lead Portfolio Manager for Westcore Colorado
Tax-Exempt Fund. A Vice President of Denver Investment Advisors,
Tom spent two years at Fidelity Bank where he served as Vice
President of Fixed Income. Prior to his experience at Fidelity,
Tom was employed at National Investment Services of America
where he left as Vice President and Portfolio Manager of Fixed
Income. Tom received his B.A. degree in Economics from the
University of Virginia and his M.B.A. in International Business
from Columbia University. He is a current member of the CFA
Society of Colorado and holds the Chartered Financial Analyst
designation.
 Kenneth
A. Harris, CFA
Co-Portfolio Manager,
Westcore Colorado
Tax-Exempt Fund
Joined
Firm: 2000
Investment Experience: 24 years
Effective June 1, 2005, Kenneth A. Harris is Co-Portfolio
Manager of Westcore Colorado Tax-Exempt Fund. Ken is a Vice
President of Denver Investment Advisors and has been a portfolio
manager at the firm since 2000. Prior to joining Denver Investment
Advisors, he was with Blue Cross and Blue Shield of Colorado
from 1985 to 2000, where he was Treasurer from 1995 to 2000.
Ken earned a B.B.A. from the University of Arizona and an
M.B.A. from the University of Colorado at Denver. He holds
the Chartered Financial Analyst designation and is a current
member of the CFA Society of Colorado.
An investor should
consider investment objectives, risks, charges and expenses
of the Fund(s) carefully before investing. Click here for
a prospectus,
which contains this and other important information. Please
read the prospectus carefully before investing.
Those individuals listed as CFAs have earned
the right to use the Chartered Financial Analyst designation.
CFA is a trademark owned by the CFA Institute.
Westcore Funds are
distributed by ALPS Distributors, Inc.
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