Thank you for choosing Permanent Portfolio Family of Funds for your retirement and educational planning needs. Opening an account is easy by simply following these four steps:
STEP ONE: Read Prospectus & Disclosure Statement
Before opening an Individual Retirement Account or Coverdell Education Savings Account, you must read the Prospectus and the Individual Retirement Account & Coverdell Education Savings Account Disclosure Statement .
The Prospectus is a summary describing the features of an investment in one or more portfolios of Permanent Portfolio Family of Funds. The Disclosure Statement provides you with basic information about Permanent Portfolio Family of Funds' IRA and Coverdell Education Savings Account.
STEP TWO: Complete Application
Complete the appropriate application: IRA Application | Coverdell Education Savings 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.
OR
Complete the IRA Transfer Form, which allows you to transfer existing IRAs and direct rollovers from qualified retirement plans.
STEP FOUR: Submit Paperwork
Send the completed application with check or transfer form 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 Individual Retirement Account Application or Coverdell Education Savings 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.
Disclosure: 
The Fund's Portfolios' investment objectives, risks, charges and expenses must be considered carefully before investing. The Prospectus contains this and other important information about the investment companies, and a hard copy may be obtained by calling (800) 531-5142. Read it carefully before investing.
Each of the investment products or services referred to on this Site may be offered only to investors residing in the United States. This Site should not be considered a solicitation or offering of any investment products or services to investors residing outside the United States.
The information provided on this Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to certain laws or regulations. Because of the global nature of the internet, all persons and entities accessing this Site do so on their own initiative and agree to comply with all applicable local laws and regulations.
Mutual fund investing involves risk; loss of principal is possible.
Pacific Heights Asset Management, LLC, is the investment adviser to the Permanent Portfolio Funds, which are distributed by Quasar Distributors, LLC, member of FINRA.
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