The Permanent Portfolio Family of Funds  
FOR INDIVIDUAL INVESTORS         |         FOR FINANCIAL ADVISERS
 
   
 
Permanent Portfolio Family of Funds, Inc. (“Fund”) is an investment company consisting of four distinct mutual funds (each a “Portfolio”):  Permanent Portfolio, Short-Term Treasury Portfolio, Versatile Bond Portfolio, and Aggressive Growth Portfolio.
 
 
 
   
   
   
   
INDIVIDUAL INVESTORS
 
 
WANT TO SPEAK TO AN ACCOUNT REPRESENTATIVE?
Contact U.S. Bancorp Fund Services, LLC at (800) 341-8900 or (414) 287-3700 and ask for a Permanent Portfolio Family of Funds representative.
 
 
   
 
WANT TO INVEST WITH US?
Thank you for allowing Permanent Portfolio Family of Funds to be a part of your financial strategy. Opening an account is easy by following four simple steps - Shareholder Account or IRA & Educational Savings Account.
 
 
   
 

HAVE GENERAL QUESTIONS ABOUT THE FUND?
Contact our Shareholder Services Office at (800) 531-5142 or complete the below form. E-mail submissions are not encrypted for security. Questions pertaining to personal account information, financial transactions or any other type of sensitive information should be directed to our Shareholder Services Office.

* Required field
First Name: *
 
Last Name: *
 
Organization:
E-mail: *
 
Phone:
Comments:
 
 
 
 
Shareholder Account  
 
READ PROSPECTUS
Before opening a shareholder account, you must read the Prospectus.
It contains the information an investor needs to make an informed investment decision in one or more portfolios of the Fund.
 
COMPLETE FORM










 
INVEST
Write a check for your initial investment of $1,000 or more ($100 with establishment of an Automatic Investment Plan) payable to Permanent Portfolio Family of Funds, Inc.




 
SUBMIT FORM
Send the completed application and check to the Fund’s 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
 
  OVERNIGHT MAIL TO:
  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 confirmation 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.

 
IRA & Educational Savings Account  
 
READ PROSPECTUS
Before opening an Individual Retirement Account Application or Coverdell Education Savings Account Application, you must read the Prospectus and the IRA & CESA Custodial Account Agreement

 

 
COMPLETE FORM

 

 

 

 

 

 

 
INVEST
Write a check for your initial investment of $1,000 or more ($100 with establishment of an Automatic Investment Plan) payable to Permanent Portfolio Family of Funds, Inc.
or
Complete the IRA Transfer Form, to transfer existing IRAs and direct rollovers from qualified retirement plans.
 
 
SUBMIT FORM
Send the completed application with check or transfer form to the Fund’s 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
 
  OVERNIGHT MAIL TO:
  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 IRA Application or CESA Application and initial investment are received, we will confirm your account by mailing you a confirmation 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.

 

Account Access
 
We offer online account access. As a shareholder, you can view portfolio information and account activity, and perform online transactions.
Log In
 
 
Applications and Forms
 
Shareholder Account Application
Account Services Authorization Form
Change of Registration Form
IRA Application
CESA Application
Designation of Beneficiary Form
IRA & CESA Custodial Account Agreement
IRA Transfer/Rollover Form
Required Minimum Distribution Form
IRA/Qualified Plan Distribution Request Form
Transfer on Death Designation Form
Beneficiary Payout Form for IRA Assets
Letter of Instruction Form
 
 
 
eDelivery
 
Sign up for eDelivery, a convenient alternative to traditional mail. Receive online shareholder account statements, Fund reports, and the Fund's Prospectus.

To enroll, log in to your account. If you are a new user, click here to register. Once you access your account, select eDelivery Consent options to proceed. If you have questions or need assistance, please contact U.S. Bancorp Fund Services, LCC at (800) 341-8900.
 
Dividends and Disclosure
 
 
 
 
© Copyright 2014 Permanent Portfolio Family of Funds, Inc.   All Rights Reserved. Contact Us | Legal Information | Privacy Policy
Disclosure:

The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing.    The Prospectus contains this and other important information about the investment companies.  A hard copy may be obtained by calling (800) 531-5142.   Read the Prospectus 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 Permanent Portfolio Family of Funds, Inc.  The Fund is distributed by Quasar Distributors, LLC, a member of FINRA.