Purchase Through a Financial Advisor
The Preserver Alternative Opportunities Fund may serve as an important component of a diversified portfolio. Diversification does not ensure a profit or guarantee a loss. We encourage investors to consult their financial advisers for guidance on the role of the Fund. Financial adviser should contact us directly for information on the Fund and how it may be purchased. The Fund is currently available on the Charles Schwab mutual fund platform.
Contact the Fund Directly
Investors may purchase the Preserver Alternative Opportunities Fund directly using the applications below. Please complete the application and follow the purchasing instructions. When making an investment, you may mail a check with your account application or send funds via a wire or ACH using the instructions below. For additional information, please call the Fund’s shareholder servicing department at 1-844-838-2119 or our local office at 901-755-4737.
- Standard New Application
- Traditional/SEP IRA Application
- Roth IRA Application
- IRA Transfer Request Form
- IRA Direct Rollover Form
- Traditional/SEP IRA Custodial Account Disclosure
- Roth IRA Custodial Account Disclosure
- Wire and ACH Instructions