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

  1. Fill out a shareholder application
  2. 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
  3. 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.