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 Open An Account: GRVLX

We look forward to having you as a shareholder. A Gratio Values Fund account can be set up by following the steps below. In addition, the Values Fund (GRVLX) is currently available for purchase by using our ticker (GRVLX) through E-Trade , TD Ameritrade, Scottrade, Charles Schwab, and First Southwest. To inquire as to whether or not you can purchase the Fund through your broker or online provider, please contact us.

Need Help?

Call us at 1-877-25-GRATIO (254-7284) and we can help you open an account.

1. Read the prospectus

DOWNLOAD THE PROSPECTUS

2. Complete an application kit

              Individual, Joint or Trust Applications (Non-Retirement)

NON-RETIREMENT ACCOUNT APPLICATIONS

CUSTODIAL ACCOUNT AGREEMENT

  

               Retirement Account (IRA) Applications

 IRA ACCOUNT APPLICATIONS

 IRA TRANSFER OF ASSETS FORM

 IRA DISCLOSURE AGREEMENT

3. Mail

Mail your application to:

Gratio Funds
c/o Gemini Fund Services, LLC
4020 South 147th Street, Suite 2
Omaha, Nebraska 68137

© 2009 Gratio Funds and Gratio Capital, 155 Water Street, New York NY 11201    See important legal disclosure and information. 

  

Investors should carefully consider the investment objectives, risks, charges and expenses of the Gratio Values Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 877-25-GRATIO. The prospectus should be read carefully before investing. The Gratio Values Fund is distributed by Northern Lights Distributors, LLC member FINRA/SIPC.

DOWNLOAD PROSPECTUS

1-877-25-GRATIO