How to Invest

Investing with us is easy

Investing Through an Investment Adviser

You can purchase shares directly through financial intermediaries, such as an investment dealer, bank, or other financial supermarkets.

Please note your financial consultant, financial intermediary or institution may charge a fee for its services, in addition to the fees charged by the Funds.

Purchasing Shares Directly with Phaeacian

You can open an account and purchase shares directly with Phaeacian by completing the appropriate Fund Application form found on this page below.

Purchasing Shares Directly with Phaeacian

To Invest directly with Phaeacian please complete the appropriate Fund Application form.

New Investors

Below you will find a list of available Phaeacian Partners Funds application forms. Select the appropriate form to begin opening your account.

Application forms

If you prefer us to mail you an application, you may call (800) 258-9668 (toll free) or (312) 557-3523. Please indicate the type of application and the Fund for which you want to apply when calling.

Once complete, please mail your application, along with any supporting documentation (if indicated) to:

Phaeacian Funds
c/o The Northern Trust Company
P.O. Box 4766
Chicago, Illinois 60680-4766

If you are opening an IRA account, you should also download and save in your files the appropriate IRA Custodial Agreement:

Overnight Address

Phaeacian Funds
c/o The Northern Trust Company
333 S. Wabash Avenue
Attn: Funds Center, Floor 38
Chicago, IL 60604

Please note you must also call (800) 258-9668 (toll free) or (312) 557-3523 to place an initial purchase via phone or provide an initial purchase Letter of Instruction.

Existing Investors

Below you will find a list of available Phaeacian Partners Funds forms for existing investors.

If you prefer us to mail you an application, you may call (800) 258-9668 (toll free) or (312) 557-3523. Please indicate the type of application and the Fund for which you want to apply when calling.

For existing investor that wish to purchase or redeem shares, please call: (800) 258-9668 (toll free) or (312) 557-3523

Please note deals may only be placed over the telephone once the initial opening trade has been placed via post.

For full details please refer to the Phaeacian Fund Prospectusbefore investing.

If you have questions, or would like to speak to a representative directly, please contact us.