We encourage shareholder feedback and tailor services to your needs. We offer a variety of additional services, including:

An automatic investment plan whereby regular additions, either in the middle or at the end of the month, may be made through a shareholder’s checking account.

An automatic withdrawal plan whereby regular systematic redemptions may be established. Certain minimums do apply.

We have made it easy to give the "gift of investing" with our Gift Certificate program. Gift Certificates are available and include a prospectus, literature, and a Gift Certificate for the recipient. Gift Certificates are also available for subsequent purchases upon request. Keep in mind that gifts of $12,000 ($24,000 per couple) or less can be given to an individual each calendar year without incurring gift taxes.