Invest With Us
We welcome your interest in the Counterpoint Select Fund.
Investments in the Counterpoint Select Fund may be made directly with The Counterpoint Funds or through the following financial institutions:
- Charles Schwab
- Fidelity
- TD Ameritrade and TD Waterhouse
- Scottrade
For more information on Jurika, Mills & Keifer’s comprehensive investment advisory and wealth management services for individuals, families and institutions please click here.
Click on a link below to download a Counterpoint Select Fund application, prospectus, or other form.
- Prospectus (291K PDF)
- Statement of Additional Information (254K PDF)
- IRA and Coverdell Disclosures (262K PDF)
- Latest Semi-annual Report (December 31, 2008) (75K PDF)
- Latest Annual Report (June 30, 2009) (265K PDF)
Applications
- New Account Application (89K PDF)
- IRA Application (86K PDF)
- IRA Transfer Form (79K PDF)
- Coverdell Education Savings Account Application (83K PDF)
You may also call us at (866) 544-2737 to ask questions or request any forms or information.
Please address all correspondence to:
The Counterpoint Funds
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, Wisconsin 53201-0701
(866) 544-2737