FAM Funds
Fenimore Private Client Group
Investment Advisors
About Fenimore

FAM Funds

Open an Account
 

FAQs

If you find that your inquiry is not addressed in these FAQs, please conact us.

How can I change my address?

Notify us in writing or call to change your address. For your protection, we do require that all requests to redeem shares made within 30 days of our receipt of your address change be accompanied by a signature guarantee.

How can I change my distribution options?

If you would like to change the distribution option on your account, we require that you send us written instructions. Such instructions must be received at least seven business days prior to the distribution date.

How can I change the beneficiary on my IRA?

To change the beneficiary designation on your retirement account, you must complete a Retirement Account Change of Beneficiary Form and return it to our office.

How can I wire funds to my FAM Funds account?

If you wish to wire funds to your account, please use the following instructions. Please note, we must have receipt of the wire transfer by 4:00 p.m. Eastern Standard Time in order for the purchase to be made that same business day.


 

US Bank
ABA #042 000 013 
Credit account #821601499
Fund investment for: (your name and account number and Fund name)

 

 

Do you charge maintenance fees on your retirement accounts?

No.

What if I need more information before opening an account?

You can ask questions of our in-house customer service team via phone or email. Alternatively, you can request an investment kit online—just click on Request an Investment Kit.

What is the minimum investment for opening an account?

You may be pleasantly surprised to know our minimums. For details about each Fund, please visit Low Minimums. 

Will you please tell me more about each FAM Fund?

Although we have one investment approach, we have three different strategies. Each Fund represents a distinct strategy. For detailed information, please select the Fund below:

  1. FAM Value Fund
  2. FAM Equity-Income Fund  
  3. FAM Small Cap Fund
FAM Funds: FAQs
Answers to questions that are frequently asked by current and potential FAM Mutual Funds shareholders.