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"One bet soundly considered is preferable to many poorly understood." - John Maynard Keynes
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Purchasing SharesThank you for your interest in the Bull Path Funds. Investing with us is simple as you can open an account online and by mail or by purchasing shares through a or broker or a third party distribution platform. Bull Path also offers Retirement and Automatic Investment Plans. Please be sure to read the prospectus before you invest. To learn more about how shares are priced, click here. OPENING AN ACCOUNT ONLINE OPENING AN ACCOUNT BY MAIL To open an account by mail, please complete the appropriate application and mail completed application with your check made payable to Bull Path Funds to: Bull Path Funds To wire funds, please call 1-888-899-2726, Monday through Friday, 8:30 a.m. to 6:00 p.m. Eastern for wiring instructions. All prospectus, applications and forms are available in our Document Center. ADD TO ACCOUNT ONLINE To purchase additional shares, please click here. ADD TO ACCOUNT BY MAIL Send your check, made payable to the Bull Path Funds, and the bottom tear-off portion of your account statement, to one of the addresses below. Make sure that your Bull Path Funds account number is on your check. If you do not have the bottom tear-off portion of your account statement, please include the account name on the check as well. If sending your check by regular mail: Bull Path Funds If you prefer to wire funds instead, please call 1-888-899-2726, Monday through Friday, 8:30 a.m. to 6:00 p.m. Eastern for wiring instructions. ADD TO ACCOUNT BY PHONE Call toll-free 1-888-899-2726, Monday through Friday, 8:30 a.m. to 6:00 p.m. Eastern to purchase additional shares. You must have ACH bank instructions "set up" on the account to do so. PURCHASING SHARES THROUGH A BROKER OR THIRD-PARTY PLATFORM You can also invest in the Bull Path Funds through an account maintained with a securities broker or other financial institution. Some securities brokers and agents may charge a fee if you effect a transaction through them. If you purchase the shares directly from us, no transaction fee is charged. To see a list of some of the distribution platforms we are on, please click here. AUTOMATIC INVESTMENT PLAN The Bull Path Automatic Investment Plan is an automatic investment plan offered by the Funds. By establishing an automatic investment plan, money will be withdrawn automatically from your checking or savings account to invest in your Bull Path Mutual Funds. The date, amount and frequency of withdrawals are based on your financial objectives. To enroll, complete the Automatic Investment Plan section of the New Account Application or by calling 1-888-899-2726, Monday through Friday, 8:30 a.m. to 6:00 p.m. Eastern. RETIREMENT PLANS You may purchase shares of the Bull Path Funds for your individual retirement plans. To enroll, please review and complete the appropriate IRA & Roth Application in the Document Center.
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