Thank you for choosing Permanent Portfolio Family of Funds and allowing us to be a part of your financial strategy. Opening an account with us is easy by simply following these four steps.
STEP ONE: Read Prospectus
Before opening a shareholder account, you must read the Prospectus -- a summary describing the features of an investment in one or more portfolios of Permanent Portfolio Family of Funds.
STEP TWO: Complete Application
Complete the Shareholder Account Application.
STEP THREE: Invest
Write a check for your initial investment of $1,000 or more ($100 with the establishment of an Automatic Investment Plan) payable to Permanent Portfolio Family of Funds, Inc.
STEP FOUR: Submit Paperwork
Send the completed application and check to the Funds’ transfer agent:
Mail To:
Permanent Portfolio Family of Funds, Inc.
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
Mail To: Overnight Express
Permanent Portfolio Family of Funds, Inc.
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., 3rd Floor
Milwaukee, WI 53202-5207
Once your Shareholder Account Application and initial investment are received, we will confirm your account by mailing you a Shareholder Account statement, additional purchase forms, and submission envelopes.
If you have questions about our investment process, or if we can offer further assistance, please contact our Shareholder Services Office at (800) 531-5142.
|