How to Invest

Investors can invest in the Smead Value Fund through a variety of ways. The minimum initial investment in the Fund, including IRA accounts, is $3,000. Investors can dial the number below to begin investing or receive a Fund application in the mail.

Call: 877-807-4122
Dial 0 for a representative

Investors may purchase shares of the Fund from selected securities brokers or dealers such as (by clicking on the link(s), you will be leaving the Fund site and entering a third party site):

| TD Ameritrade | E*Trade | Scottrade | Trade King | Zecco | Firstrade |

or intermediaries that have an agreement with the Funds or the Advisor.

Investors can also purchase the fund by sending a check payable to the Smead Value Fund, together with an Account Application. To receive an account application in the mail, click here or call (877) 807-4122. After the voice prompt, dial 3. Wait for the next voice prompt, and dial 2. Wait for the representative and they will assist you in receiving a Fund Application.

Mail Fund applications and checks to:

Smead Value Fund
PO Box 701
Milwaukee, WI 53201-0701

Overnight courier deliveries should be sent to:

Smead Value Fund
615 E. Michigan St., 3rd Floor
Milwaukee, WI 53202

Fund Fact Sheet