INVEST WITH US
You can invest in the Taylor Frigon Core Growth Fund (TFCGX) via a direct investment or through a Charles Schwab brokerage account. With a direct investment, you’ll get quarterly statements from TFCGX and place trades or move money by contacting our Shareholder Services group.
Things You Should Know
The Taylor Frigon Core Growth Fund follows a long-term investment strategy and is not appropriate for short term investments. Our goal is to build a stable group of investors who want to join us in pursuit of long-term investment gains.
The minimum amount to open a new account is $5,000 for regular accounts and $1,000 for IRAs or accounts with automatic investing plans.
The Fund has a total annual fund operating expense ratio of 1.45% per year.
The Fund is required to distribute capital gains and investment income each year and expects that distributions will consist primarily of capital gains. You can choose to have your fund distributions reinvested back into the Fund.
To open an account with the Taylor Frigon Growth Fund, please fill out the appropriate forms listed below and submit to our Shareholder Services group.
Before you invest, please read our prospectus. If you are opening an IRA, you will want to review our IRA PLAN BOOKLET.
Please send your account application to:
Taylor Frigon Core Growth Fund
c/o Mutual Shareholder Services, LLC
8000 Town Centre Dr., Suite 400
Broadview Hts., OH 44147
Call our Shareholder Services group at 888-897-4821 if you have any questions.
Brokerage Account Investments
The Taylor Frigon Core Growth Fund is currently available through Charles Schwab and TD Ameritrade brokerage accounts. We expect that it will be available through other various brokerage firms soon. If you’d like to purchase the Fund through a brokerage company, please contact your advisor or us at and we’ll do our best to make it happen.