It is easy to invest in the FPA Funds. This page will guide you through the process.
Numerous financial dealers sell the FPA Funds. These include full-service dealers, discount dealers, registered investment advisers, and financial supermarkets. You can purchase shares by contacting any of these sources.
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You can open an account and purchase shares directly with FPA by filling out the appropriate Fund Application form below. Once your application is mailed, and has been determined to be in good order, an account will be established, and you can then access your account online through our website. Applications, prospectuses and other Fund literature are available by clicking one of the links below.
Below you will find a list of the available FPA Fund application forms. Select the appropriate form to begin opening your account.
IMPORTANT NOTE: Please review the appropriate FPA Fund Prospectus before opening an account.
Account application instructions are included on the last page of each application.Once you have completed the application, please mail it along with supporting documentation (if indicated) to:
After we have received your application and initial investment, and determined them to be in good order, we will send you a confirmation statement for your records.
If you prefer us to mail you an application, you may call our office at 800-982-4372. Please indicate the type of application and the Fund for which you want to apply when calling.
Additional information can be found on our Frequently Asked Questions page. If you have questions, or would like to speak to a representative directly, please Contact Us.