Management
Investment Adviser
Saturna Capital Corporation, Bellingham, WA, is the investment adviser and administrator for the Idaho Tax-Exempt Fund. Saturna Capital’s discount brokerage subsidiary, Saturna Brokerage Services, acts as distributor.
The Idaho Tax-Exempt Fund's trustees selected Saturna Capital, a seasoned investment firm of industry professionals, to conduct the Fund's investments and operations. Saturna manages nine mutual funds in two fund groups, pooled investment partnerships, and privately managed accounts.
Board of Trustees
Saturna Investment Trust, of which the Idaho Tax-Exempt Fund is a series, is managed by a Board of Trustees that includes business owners and prominent members of the community:
- Nicholas F. Kaiser, MBA, CFA
- Herbert G. Grubel, PhD
- Gary A. Goldfogel, MD
- John E. Love, USNR Rear Admiral (Ret.)
- Ronald H. Fielding, MBA, CFA
