There are two primary ways to invest in The Cook & Bynum Fund:
- Open an account with us and purchase our Fund directly without commissions through our website, via mail, or over the phone.
- Using an existing account with a financial advisor or broker, an investor may be able to purchase our Fund through them. The Fund is currently available through the following brokerage platforms: Charles Schwab, Fidelity, LPL Financial, Matrix Financial Solutions, Northern Trust, Scottrade, and Sterne Agee
In either case an investor will receive a prospectus containing detailed information about the Fund, including all fees and charges. This prospectus can also be viewed and downloaded via this website. To request a prospectus, please call + 1 (877) 839-COBY to have one sent via mail. Read the prospectus carefully before you invest. The Fund does not have a sales charge/load or a 12b-1 fee (and only has a single class/share).
Investments must be a minimum of $5,000 for regular accounts and $1,000 for IRA accounts.
Various applications can be downloaded on the ‘Applications & Forms‘ tab of this ‘How to Invest With Us’ section.