FAM Funds
Fenimore Private Client Group
Investment Advisors
About Fenimore

FAM Funds

Open an Account
 

Open an Account

Three things to do first:

  1. Discuss your financial objectives with a FAM Shareholder Services representative.
  2. Determine the appropriate account and FAM Funds mutual fund(s) that are suitable for your goals.
  3. Carefully read the fund's prospectus or summary prospectus which includes investment objectives, risks, charges, expenses, and other information about the fund.
     

Four options to open a FAM Funds account:

  1. Visit us and meet with one of our associates. 
  2. Download the appropriate FAM Funds application. You can conveniently keystroke your information into the form. Mail it to us with your check or money order.
  3. Click here to open a FAM Funds Account Online ─ open new accounts, purchase additional shares, and monitor your assets.
  4. Request an Investment Kit online or via the phone. A FAM Funds Investment Kit will be sent to you. Fill out your application and mail it to us with your check or money order.
  5. FAM Funds are available on many investment platforms. If you are working with a financial advisor, you may be able to invest in our mutual funds through their company.  
FAM Funds: Open an Account
Directions on three easy ways to open a FAM Funds account, as well as three tasks that should be completed prior to selecting one of these methods.