Torray Resolute

How to Invest

To invest in the TorrayResolute Small/Mid Cap Growth Fund, complete the following steps:

1. Read the Prospectus

  • TorrayResolute Small/Mid Cap Growth Fund Prospectus

2. If you are opening an IRA account, you must also read:

  • IRA Disclosure Statement & Custodial Account Agreement

3. Complete and submit the appropriate application for the type of account you would like to open.

  • Regular Account Application
  • IRA Account Application

Send it with your check made payable to the TorrayResolute Small/Mid Cap Growth Fund:

Regular Mail
The TorrayResolute Small/Mid Cap Growth Fund
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701

Overnight or Express Mail
The TorrayResolute Small/Mid Cap Growth Fund
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., FL3
Milwaukee, WI 53202-5207

The minimum initial purchase is $100,000 for a regular institutional class account and $1,000 for a regular investor class account. Subsequent investments are $100 for either class.

The Fund cannot accept third-party checks, starter checks or checks drawn on banks outside the United States. Wires are acceptable. The investor must contact Shareholder Services before investing and all funds must be received by 4:00 p.m. eastern time to receive the NAV of that day. If you would like to receive the forms by mail, please call 844-406-4960.