How to Invest

You may invest directly in the Oakseed Opportunity Fund's Investor Class Shares (SEEDX) or Institutional Class Shares (SEDEX) by completing an application and mailing it to:

Oakseed Funds

P.O. Box 2175

Milwaukee, WI  53201-2175

 

For overnight delivery please mail to:

Oakseed Funds

C/O UMB Fund Services, Inc.

235 W. Galena Street

Milwaukee, WI  53212

 


Oakseed New Account Application

 

 

Oakseed IRA Application Form

 

 

Oakseed IRA Transfer Conversion Request Form


The Oakseed Opportunity Fund is also available on the following platforms for investors who prefer their current brokerage firm:

Charles Schwab
Fidelity
Scottrade
TD Ameritrade
Vanguard

Before investing you should carefully consider the Fund's investment objectives, risks, charges and expenses. The prospectus and summary prospectus contain this and additional information regarding the Fund. To obtain a prospectus and summary prospectus, please download from this site or call toll-free 1-888-446-4460. The prospectus and summary prospectus should be read carefully before investing.

 

The Fund is distributed by IMST Distributors, LLC