At FAM Funds we strive to make investing as easy as possible. We offer a wide variety of account options to assist you with your financial needs, including:

Retirement Planning: FAM Funds currently offers many types of IRAs: Traditional, Roth, Coverdell ESA, and SEP. In addition, we offer SIMPLE IRA Plans, and 403(b)(7) accounts. If you are unsure what type of retirement account is right for you, please call our office for a descriptive brochure. All FAM Funds retirement accounts are annual maintenance fee free!

UGMA/UTMA Accounts: For parents, grandparents or anyone who would like to set up an investment account for a minor. A $500 initial minimum investment amount for these accounts makes them an especially attractive option!

Gift Certificates: We have made it easy to give the "gift of investing" with our Gift Certificate program. Gift Certificates are available which 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 any gift taxes.

Automatic Monthly Investment Plan: An automatic investment plan whereby regular systematic additions, either in the middle or at the end of the month, may be made through a shareholders' checking account.

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

Toll-Free Telephone Numbers and Auto-Access Line: For your convenience, FAM Funds offers 2 toll-free numbers. For shareholders who prefer the "human" touch, our live line at 800-932-3271 is answered personally by an associate ready to assist you with your call. Our hours of operation are Monday through Friday 8:30 a.m. to 5:00 p.m. Eastern Standard Time. For shareholders who prefer the convenience of automation, our Auto-Access line at 800-453-4392 offers 24-hour a day availability, the latest closing NAV, and automatic access to individual account balances and transactions.

For further information please review the FAM Funds prospectus or call 800-932-3271 to speak to a FAM Shareholder Service Representative.