How to Invest

There are two primary ways to invest in The Cook & Bynum Fund
(Ticker – COBYX):


(1) Open an account with us and purchase our Fund directly without commissions through our website, via mail, or over the phone.

 

Invest Online

Please click the ‘Open an Account’ button below to open a new regular or IRA account. For IRA transfers and rollovers, please fill out the appropriate form (from the section below) and mail it to the address listed in the form’s instructions.

Access Your Account

Open An Account

 

Over the Phone

Please call +1 (877) 839-COBY to make telephone purchases of The Cook & Bynum Fund shares for an existing account. Investments must be a minimum of $5,000 for regular accounts and $1,000 for IRA accounts.

For a new account, an investor may not make initial purchases of The Cook & Bynum Fund shares by telephone. In order to purchase shares by telephone, an account authorizing such purchases—requiring a completed application—must be established prior to your call. Please call +1 (877) 839-COBY  for more details.

 

Invest by Mail

Download the Account Application at the bottom of this page. Complete and mail the application, along with your check made payable to “The Cook & Bynum Fund,” to either of the addresses below. Complete and mail the application along with a check made payable to “The Cook & Bynum Fund” to one of the addresses below. Note: If you would like to transfer IRA assets from another institution to an IRA account for The Cook & Bynum Fund, an investor must also complete the Retirement Account Transfer Form below. Mail your completed application or form and check to:

Express mail:

The Cook & Bynum Fund
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., FL3
Milwaukee, WI 53202-5207

Regular mail:

The Cook & Bynum Fund
c/o U.S. Bancorp Fund Services, LLC
PO Box 701
Milwaukee, WI 53201-0701

 

(2) 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: BB&T Securities, Cambridge Investment Research, Charles Schwab, Commonwealth, LPL, Fidelity, Northern Trust, Pershing, Securities America, TD Ameritrade, TradePMR, and Wilmington Trust.

 


 

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.

Please click the links below to download the fillable PDF applications/forms.  If you would like to discuss what is the right application or form for your specific need, please call +1-205-623-1432 or email Amanda Pridgen at amanda@cookandbynum.com.

 


Application & Forms