How to Invest With Us

In general, there are two primary ways that you can invest in The Cook & Bynum Fund:

  • You can open an account with us and purchase our Fund directly without sales charges, loads, or commissions through our website, via mail, or over the phone.
  • If you have an existing account with a financial advisor or broker, you may be able to purchase our Fund through them.  The Fund is currently available through the following brokerage platforms: Fidelity, Morgan Keegan, Charles Schwab, or Sterne Agee.

Regardless of how you invest, we will send you a prospectus containing detailed information about the Fund, including all fees and charges.  This prospectus can also be viewed and downloaded via this website.  If you would like a prospectus mailed to you, please call 877-839-COBY to request one.  Read the prospectus carefully before you invest.

Various applications can be downloaded on the menu to the right of this ‘How to Invest With Us’ section.