PURCHASING SHARES - RADY ASSET MANAGEMENT
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Thank you for your interest in the Rady Funds. Investing with us is simple as you can open an account online and by mail or by purchasing shares through a broker or a third party distribution platform. Rady also offers Retirement and Automatic Investment Plans. Please be sure to read the prospectus before you invest.
Opening an Online Account
To open an account online, please click here.
Opening an Account by Mail
To open an account by mail, please complete the appropriate application and mail completed application with your check made payable to Rady Contrarian Long/Short Fund or Rady Opportunistic Value Fund to:
Rady Contrarian Long Short Fund or Rady Opportunistic Value Fund
c/o Gemini Fund Services, LLC
4020 South 147th Street, Suite 2
Omaha, NE 68137.
To wire funds, please call 1-877-839-7239, Monday through Friday, 8:30 a.m. to 6:00 p.m. Eastern for wiring instructions.
View Account / Add to an Account Online
Send your check, made payable to Rady Funds, and the bottom tear-off portion of your account statement, to one of the addresses below. Make sure that your Rady Funds account number is on your check. If you do not have the bottom tear-off portion of your account statement, please include the account name on the check as well.
If sending your check by regular mail:
Rady Contrarian Long Short Fund or Rady Opportunistic Value Fund
c/o Gemini Fund Services, LLC
4020 South 147th Street, Suite 2
If you prefer to wire funds instead, please call 1-877-839-7239, Monday through Friday, 8:30 a.m. to 6:00 p.m. Eastern for wiring instructions.
Omaha, NE 68137.
Add to an Account by Phone
Call toll-free 1-877-839-7239, Monday through Friday, 8:30 a.m. to 6:00 p.m. Eastern to purchase additional shares. You must have ACH bank instructions "set up" on the account to do so.
Purchasing Shares Through a Broker or Third-party Platform
You can also invest in the Rady Funds through an account maintained with a securities broker or other financial institution. Some securities brokers and agents may charge a fee if you effect a transaction through them. If you purchase the shares directly from us, no transaction fee is charged. To see a list of some of the distribution platforms we are on, please click here.
Automatic Investment Plan
The Rady Automatic Investment Plan is an automatic investment plan offered by the Funds. By establishing an automatic investment plan, money will be withdrawn automatically from your checking or savings account to invest in your Rady Mutual Funds. The date, amount and frequency of withdrawals are based on your financial objectives.
To enroll, complete the Automatic Investment Plan section of the New Account Application or by calling 1-877-839-7239, Monday through Friday, 8:30 a.m. to 6:00 p.m. Eastern.
Retirement Plans
You may purchase shares of the Rady Funds for your individual retirement plans. To enroll, please call 1-877-839-7239, Monday through Friday, 8:30 a.m. to 6:00 p.m. Eastern.
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