How to Invest

Shareholder Services: 877.807.4122
Sales Desk: 877.701.2883

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.

UMB Fund Services 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 Funds
C/O UMB Fund Services
PO Box 2175
Milwaukee, WI 53201-2175

Overnight courier deliveries should be sent to: 

Smead Funds
C/O UMB Fund Services
235 W. Galena Street
Milwaukee, WI 53212-3948 

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.

The Smead Value Fund is distributed by UMB Distribution Services, LLC. UMB Distribution Services and Smead Capital Management are not affiliated.