How To Invest

Please read the Prospectus carefully before you invest.  You may open an account directly with the Fund, or invest through your financial adviser:

Applications:

PDF New Account Application
PDF IRA Application
PDF IRA Transfer Form
PDF IRA Disclosure

If you are investing directly in the Fund for the first time, you will need to establish an account by completing a Shareholder Account Application.

To establish an IRA, please complete an IRA Application.  You may also set up an Automatic Investment Plan to have funds invested directly from your bank account on a regular basis.

To invest by check:

1. Please fill out the appropriate account application

2. Make your check payable to the Coho Relative Value Equity Fund

3. Make sure your application is signed

4. Mail your application and check to address on top of application (regular or overnight address)

To invest by wire:

1. Please fill out the appropriate account application

2. Call 866.COHO.234 or 866.264.6234 for wiring instructions

3. Make sure your application is signed

4. Mail your application to address on top of application (regular or overnight address)

For automatic investment plans:

1. Please fill out the appropriate account application

2. Fill out Automatic Investment Plan (AIP) section of application

3. Make your check payable to the Coho Relative Value Equity Fund

4. Include a voided personal check

5. Make sure your application is signed

6. Mail your application and check to address on top of application (regular or overnight address)

Mail your completed application and check to:

Regular Mail:
Coho Relative Value Equity Fund
c/o U.S. Bancorp Fund Services, LLC
615 East Michigan Street, 3rd Floor
Milwaukee, WI 53201-0701

Overnight Mail:
Coho Relative Value Equity Fund
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701

Please don’t hesitate to contact us at 866.264.6234 with any questions or comments.

Before you invest in Coho Funds, please refer to the statutory prospectus for important information about the investment company, including investment objectives, risks, charges and expenses.  You may obtain a hard copy of the prospectus by calling 866.COHO.234 or 866.264.6234 or by clicking here.  The prospectus should be read carefully before you invest or send money.

Mutual fund investing involves risk.  Principal loss is possible.  The Fund may have a relatively high concentration of assets in a single or small number of issuers, which may reduce its diversification and result in increased volatility.  Investments in securities of foreign issuers involve risks not ordinarily associated with investments in securities and instruments of U.S. issuers, including risks relating to political, social and economic developments abroad, differences between U.S. and foreign regulatory and accounting requirements, tax risks, and market practices, as well as fluctuations in foreign currencies.  The market price of the shares of an ETF will fluctuate based on changes in the net asset value as well as changes in the supply and demand of its shares in the secondary market.  It is also possible that an active secondary market of an ETF's shares may not develop and market trading in the shares of the ETF may be halted under certain circumstances.  The fund will bear its share of expenses and the underlying risks of investments in ETFs and other investment companies.  Investments in mid-cap securities involve additional risks such as limited liquidity and greater volatility than larger companies.

The Coho Relative Value Equity Fund is offered only to United States residents, and information on this site is intended only for such persons.  Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

The Coho Relative Value Equity Fund is distributed by Quasar Distributors, LLC.