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The MTB Group of Funds
Managed by MTB Investment Advisors

Welcome to the MTB Group of Funds web site! The MTB Group of Funds offers a comprehensive range of money market, bond and stock portfolios designed to meet both short- and long-term needs. Whether you’re looking to enhance short-term income, gain tax advantages or achieve long-term growth, MTB Funds offer a variety of mutual fund solutions. Choices ranging from money market funds, municipal bond funds, and small-, mid- and large-cap stock funds, allow you to diversify your investments within one mutual fund family.

In addition, if you are looking for a one-stop asset allocation solution, MTB Group of Funds offers three Managed Allocation Funds – the Conservative Growth, Moderate Growth and Aggressive Growth Funds. These funds enable you to put money market, bond or stock funds to work for you in specific asset allocation combinations for your situation and goals. See the Funds and Performance Section of this site for details. Enjoy your visit to our site.



The Fund Performance section of this web site is undergoing general maintenance. If you need access to this information please call 1-800-836-2211.


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Dow Jones Industrial Average (“DJIA”) Is an unmanaged index which represents share prices of selected blue chip industrial corporations as well as public utility and transportation companies.

Nasdaq Composite Index is an unmanaged index that measures all Nasdaq domestic and non U.S.-based common stocks listed on the Nasdaq Stock Market.

The S&P 500 Index is an unmanaged capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Information provided on this web site is intended only for persons who are eligible to purchase U.S.-registered investment funds. The funds accessible on this Web site are offered exclusively in the United States.

An investment in money market funds is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency.

Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.

Income generated by the municipal bond funds may be subject to the federal alternative minimum tax and state and local taxes.

Due to their strategy of investing in other mutual funds, the Managed Allocation funds may incur certain additional expenses and tax results that would not be present with a direct investment in the underlying funds.

MTB Investment Advisors, Inc., a subsidiary of Manufacturers and Traders Trust Company ("M&T Bank"), is the investment advisor to the MTB Group of Funds.

The MTB Group of Funds are available from M&T Securities, Inc. (member FINRA/SIPC), a broker-dealer subsidiary of M&T Bank, and other authorized broker-dealers. ALPS Distributors, Inc., which is not affiliated with M&T Bank, is the distributor of the MTB Group of Funds.

For more complete information, please download the funds' prospectuses available on this website or call 1-800-836-2211 for copies. You should consider the funds' investment objectives, risks, charges and expenses carefully before you invest. Information about these and other important subjects are in the fund's prospectus, which you should read carefully before investing.

NOT FDIC Insured • No Bank Guarantee • May Lose Value