4:00pm EST on 10 Jun 2004
How To Invest
Through Selected Broker/Dealers
The Pennsylvania Avenue Funds are available through the following broker/dealers or distribution platforms:
Directly With The Fund
Complete the application form enclosed with the prospectus. You may invest by check or wire.
We offer the following types of accounts:
For individuals, we also offer tax-advantaged accounts through a cooperation with Trustar Retirement Services, which act as the trustee.
Small businesses can offer their employees retirement solutions through the following account types:
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.
Non-U.S. Investors: You may need to complete IRS Form W8. Click here
For IRAs and other tax-advanted accounts, click here
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.
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.
Read Our 2003 Annual Report
Updated Prospectus is now available