THE PENNSYLVANIA AVENUE FUNDS

NAV:
$11.65
4:00pm EST on 10 Jun 2004
Overview
Investment Strategy

 

How To Invest
Net Asset Values
Policies
Voting Record
Press Room
What's New?

 

How To Invest


Through Selected Broker/Dealers

The Pennsylvania Avenue Funds are available through the following broker/dealers or distribution platforms:

Penson, and any broker or financial adviser clearing through Penson

Bay Financial
Walnut Creek, CA

DataLynx, Fiserv, TrustLynx, and any broker or financial adviser clearing through these platforms

 

Directly With The Fund

Complete the application form enclosed with the prospectus. You may invest by check or wire.

Account Types

We offer the following types of accounts:

  • Individual

  • Joint

  • Custodian/Minor

  • Corporate/Partnership/LLC/Trust

For individuals, we also offer tax-advantaged accounts through a cooperation with Trustar Retirement Services, which act as the trustee.

  • Individual Retirement Account (IRA):


    Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, SIMPLE IRA.
  • 403(b)(7)

    for employees of non-profit organizations.
  • Coverdell Education Savings Account.

Small businesses can offer their employees retirement solutions through the following account types:

  • SEP IRA, SIMPLE IRA.

  • Individual 401(k) for owner-only businesses.

  • Profit Sharing Plan.

  • Money Purchase Pension Plan.

Click here to open a tax-advantaged account and obtain more information about IRAs.

You may also hold you investment in the fund with any other IRA trustee that will permit you to hold your Fund investment in their IRA. Please contact your trustee for more information.

Download The Prospectus and Application Form

Please click on the link below to download and print a prospectus an application form.

Click Here To Download The Prospectus & Application Form

Non-U.S. Investors: You may need to complete IRS Form W8. Click here

For IRAs and other tax-advanted accounts, click here

These documents are published in PDF format, which can be displayed with the Adobe Acrobat Reader. Please click here to install it on your computer for free.

Request A Prospectus and Application Form Via Mail

Please send an email to [email protected]in order to receive a prospectus and application form in the mail, or call us on 1 (888) 642-6393.

Alternatively, you can complete the form below:

Your Name:

(required)

Address 1:

Address 2:

City:

State:

Zip:

Country:

Select delivery option:

E-mail:

(required if e-mail selected above)

Comment:

 

 




The Pennsylvania Avenue Event-Driven Fund is offered only by prospectus. The prospectus contains more complete information about the Fund, including fees, expenses and risk factors. You should read it carefully before investing or sending money. The Fund is not available to residents of certain jurisdictions or countries.
Click here to get a prospectus

2003-2004 The Pennsylvania Avenue Funds. All rights reserved.
Sunday 13th of June 2004 08:24:24 AM

Read Our 2003 Annual Report

Read the annual report here



Updated Prospectus is now available

Read the prospectus here