Open an Account
Please read the prospectus before purchasing shares.
Through your Brokerage or Financial Institution
The Fund is available through Fidelity, Pershing, Schwab, Scottrade, and many others.
We are looking to establish availability through more brokerages. If you are interested in purchasing the Fund, and it is not yet available at your brokerage, please ask their representative to contact us at 1-800-595-4077.
Directly with Fund
- Fill out a shareholder application
- By Mail:
Send application, with a check payable to WEGENER ADAPTIVE GROWTH FUND, to this address:
Wegener Adaptive Growth Fund
c/o Mutual Shareholder Services
8000 Town Centre Drive, Suite 400
Broadview Heights, Ohio 44147
If you have any questions please contact us at 1-800-595-4077 - By Wire:
Send application to this address:
Wegener Adaptive Growth Fund
c/o Mutual Shareholder Services
8000 Town Centre Drive, Suite 400
Broadview Heights, Ohio 44147
Call Mutual Shareholder Services, LLC, the Fund’s transfer agent, at 1-800-595-4077 to obtain an account number and wire instructions.
Minimum Purchase Amount
The minimum initial investment in the Fund is $1,000 for a regular account, $500 for an IRA account, and $100 for an AIP account
Additional Investments
The minimum subsequent investment in the Fund is $100.
© 2007 Wegener, LLCCall us at 1-800-595-4077
