You can purchase the Fund directly or through Charles Schwab, Scottrade, or Pershing.

To open an account, download an application below or you can call (888) 695-3729.
Already an investor? Go to Managing your Account.

General Account Applications

New Account Application
Which Includes:

  • Individual
  • Joint Accounts
    • Joint Tenants with Rights of Survivorship (JTWROS)
    • Tenants in Common (TEN COM)
    • Tenants by the Entirety (TEN ENT)
    • Uniform Gift to Minor’s Act or Uniform Transfer to Minor’s Act (UGMA or UTMA)
    • Trust Under Agreement or Will
    • Corporation, Partnership or Other Business Entity

Retirement Account Applications

Traditional/SEP IRA Application Roth IRA Application Simple IRA Application

Mail the application and check (made payable to: Green Owl Intrinsic Value Fund) for the initial minimum investment of $2,500 or more to:

U.S. Mail:
Green Owl Intrinsic Value Fund
c/o Ultimus Asset Services, LLC
P.O. Box 46707
Cincinnati, Ohio 45246-0707

Green Owl Intrinsic Value Fund
c/o Ultimus Asset Services, LLC
225 Pictoria Drive, Suite 450
Cincinnati, Ohio 45246

By Wire:
You may also purchase shares of the Fund by wiring federal funds from your bank, which may charge you a fee for doing so. To wire money, you must call Shareholder Services to obtain instructions on how to set up your account and obtain an account number.

To obtain applications not shown above, please call (888) 695-3729.

Interested in speaking with us?

Contact us today and let one of our representative show you how we can help.

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