How to Invest
Schooner Funds are available for purchase through many financial advisors and mutual fund platforms. We encourage you to contact your financial representative to see if Schooner Funds are available through them. Additionally, shares may be purchased directly through the fund in the following manner (please refer to the prospectus for additional information on how to invest):
How do I open a regular account?
Purchase by Mail. To purchase the Fund’s shares by mail, simply complete and sign the Account Application and mail it, along with a check to the address on the application.
Purchase by Wire. Please refer to the application for wire instructions.
How do I open an IRA account?
Purchase by Mail. In order to open an IRA account first time account holders need to simply complete and sign the Account Application and IRA Application and mail it along with payment to the address on the application.
How do I transfer an IRA account to Schooner Funds?
To transfer funds from another IRA custodian to the Schooner Funds, complete a Schooner Funds IRA Transfer/Rollover Form. If you do not already have an IRA with Schooner you must also fill out a Schooner Funds IRA Application when transferring IRA money. Please submit a copy of your most recent IRA statement with the IRA Transfer/Rollover Form. Mail them to the address on the application.
How do I rollover a Qualified Retirement Plan to Schooner Funds?
To complete a rollover from a qualified retirement plan (such as a 401K or profit sharing plan) to an IRA with the Schooner Funds, you must complete the IRA Application as well as the IRA Transfer/Rollover Form. You should check with your retirement plan administrator to determine what other paperwork is necessary to make a distribution from your plan. Mail them to the address on the application.
Mutual fund investing involves risk; principal loss is possible.
The Schooner Funds are distributed by Quasar Distributors, LLC.