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How To Invest
Investing In The Fund
I'd like to open an account.
To open an account online, you must:
- be a US citizen or resident
- have a legal US address
- have a valid Social Security number
If you meet all of these requirements, follow the instructions below.
If you do not meet all requirements, please call a shareholder services representative at 888-468-6473.
I'm A New Customer
- Download the prospectus
- Read the prospectus carefully
- Complete the application
News
June 4th, 2009
David Winters featured by Morningstar
June 2nd, 2009
David Winters interviewed by SmartMoney TV
May 28th, 2009
David Winters appeared on Bloomberg TV
May 28th, 2009
David Winters appeared on CNBC
May 23rd, 2009
"Investor wins proxy fight with Consolidated-Tomoka" - Daytona Beach News-Journal