How to Invest
Shareholder Services: 877.807.4122
Sales Desk: 877.701.2883
The minimum initial investment in each Portfolio, including IRA accounts, is $3,000.
Investors may purchase shares of a Portfolio from the Funds' transfer agent or from other selected securities broker dealers or intermediaries that have an agreement with the Funds or the Advisor.
U.S. Bancorp Fund Services, LLC, of Milwaukee, Wisconsin acts as transfer and shareholder service agent for the Portfolios. An investor may purchase shares by sending a check payable to Smead Value Fund, together with a Regular Account Application, IRA Account Application or Coverdell Education Savings Account, to:
Smead Value Fund
PO Box 701
Milwaukee, WI 53201-0701
Overnight courier deliveries should be sent to:
Smead Value Fund
615 E. Michigan St., 3rd Floor
Milwaukee, WI 53202
Click here for a Fund Prospectus or Application. Please refer to the prospectus for important information about the investment company including objectives, risks, charges, and expenses. Read and consider it carefully before investing. You may also obtain a hard copy of the prospectus by calling 1.877.807.4122.
Mutual fund investing involves risk. Principal loss is possible.
Distributed by Quasar Distributors, LLC.