Registered Investment Advisors (RIA) and Wealth Managers

The RS Investments Advisor Services team members are available to consult with you. We are here to serve you and look forward to an open dialogue about your business and learning about the unique needs of your clients.

Please call us at: 877-500-2388

Advisory Research Platforms and Private Banks

Jason Lind, CFA
Investment Director
Investment Research Group
484-380-4814
jason_lind@rsfunds.com

Jason Lind is an Investment Director at RS Investments. Jason's primary responsibility is to support advisory research and private bank & trust relationships. Prior to joining the firm in January 2009, Jason was a senior product specialist for The Hartford Mutual Funds. Previously, Jason spent 12 years with Piper Jaffray, serving the majority of his time as vice president and research analyst for their private client division. Jason earned a BA from St. Olaf College and is a CFA Charterholder.

Registered Investment Advisors

Jason Caiola, CFA
Investment Director
Investment Research Group
484-380-4829
jcaiola@rsinvestments.com

Jason Caiola is an Investment Director at RS Investments. Jason is responsible for supporting RIA relationships, with a focus on the Midwest. Prior to joining RS Investments in April 2013, Jason was a vice president in Merrill Lynch's Managed Solutions Group where he consulted with Wealth Management & Private Wealth Advisors on the fee-based investment advisory platforms. Jason earned a BS from Rider University in Lawrenceville, New Jersey, and is a CFA Charterholder and CFP^® Certificant.

Chris Hart
Investment Director
Investment Research Group
484-380-4839
chart@rsinvestments.com

Chris Hart is an Investment Director at RS Investments. Chris is responsible for supporting RIA relationships, with a focus on U.S. Southeast. Prior to joining RS Investments in April 2013, Chris was an Investment Officer for U.S. growth equity strategies at Morgan Stanley, where he managed a team of research analysts responsible for evaluating growth investment products. Chris earned a BA from Trinity College and MBA from the Darden Business School at the University of Virginia.

Jay Schilling
Investment Director
Investment Research Group
484-380-4820
jay_schilling@rsfunds.com

Jay Schilling is an Investment Director at RS Investments. Jay is responsible for supporting RIA relationships, with a focus on U.S. West. Prior to joining the distribution team for RS Investments in March 2010, Jay was a research analyst at Lockwood Advisors, responsible for manager due diligence on international equity and alternative strategies. Jay holds a BA in finance from the State University of New York at Oswego and is currently a level III CFA candidate.

Ted Wozniak, CFA
Investment Director
Investment Research Group
484-380-4816
ted_wozniak@rsfunds.com

Ted Wozniak is an Investment Director at RS Investments. Ted is responsible for supporting RIA relationships, with a focus on U.S. Northeast and Mid-Atlantic. Prior to joining RS Investments in January 2009, Ted was director of the Investment Research Group for The Hartford Mutual Funds. Ted earned a BS from King's College, Pennsylvania, and is a CFA charterholder.

Individual Investors

You should read the current RS Funds' Prospectus before investing. The RS Funds' Statement of Additional Information (SAI) provides information about the Funds that may not be contained in the Prospectus.

RS Funds are sold by Prospectus only. You should carefully consider the investment objectives, risks, charges, and expenses of the RS Funds before making an investment decision. The prospectus contains this and other important information. Please read it carefully before investing or sending money. To obtain a printed copy, please call 800-766-3863.

If you are an existing shareholder and would like a copy of the prospectus or need to contact RS Investments, call 800-766-3863. If you are interested in learning more about and how to invest with RS, please contact your financial professional.

The information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

RS Funds are distributed by: Guardian Investor Services LLC, 7 Hanover Square, New York, NY 10004.

RS is an independent subsidiary of Guardian Investor Services LLC. Guardian Investor Services LLC (GIS), is a registered broker-dealer, registered investment advisor, and a wholly owned subsidiary of The Guardian Life Insurance Company of America.

Not A Deposit / Not FDIC or NCUA Insured / May Lose Value / No Bank or Credit Union Guarantee

GIS is a member: FINRA and SIPC.

© 2013 RS Investment Management Co. LLC
RS Investments is the marketing name for RS Investment Management Co. LLC and its affiliates.

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