You should consider the Fund's investment objectives, risks and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the Fund's prospectus. Please read the prospectus carefully before investing. To obtain a hardcopy of the prospectus via mail, please call 1-877-862-9556.
Download applications by clicking here or request a new account application by calling 1-877-862-9556.
Mail your completed application and check to:
Regular Mail:
Akre Focus Fund
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
Overnight or Express Mail:
Akre Focus Fund
c/o U.S. Bancorp Fund Services, LLC
615 East Michigan Street, Third Floor
Milwaukee, WI 53202-5207
Note: The Fund may also be available through your existing brokerage account. Check with your financial advisor.
| Retail Class Minimum Investments | Amount |
|---|---|
| INITIAL INVESTMENT | $2,000 |
| INITIAL INVESTMENT, IRA | $1,000 |
| INITIAL INVESTMENT, AIP* | $1,000 |
| SUBSEQUENT INVESTMENT | $250 |
| SUBSEQUENT INVESTMENT, IRA | $250 |
| Institutional Class Minimum Investments | Amount |
|---|---|
| INITIAL INVESTMENT | $250,000 |
| SUBSEQUENT MINIMUM INVESTMENT | $25,000 |
* Automatic Investment Plans do not assure a profit and do not protect against a loss in declining markets.
© 2009 Akre Capital Management, LLC. All rights reserved.
The Akre Focus Fund is distributed by Quasar Distributors, LLC.