Why Pearl Funds?

Pearl Total Return
      
Performance
      
Portfolio Holdings
       Reports
       State Availability
       Application Forms
       Maintenance Forms
       News

             
Pearl Aggressive Growth
      
Performance
      
Portfolio Holdings
       Reports
       State Availability
       Application Forms
      
Maintenance Forms
       News

Management

Real, Live People

Shareholder Services

Prospectus

Application Forms

Maintenance Forms

Contact Pearl Funds


Statement of
Additional Information

Privacy Policy

Important
Legal Information

Proxy Voting Disclosure

 

Application Forms

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To obtain an application to purchase shares of either Pearl Total Return Fund or Pearl Aggressive Growth Fund, fill out a General Account Application, a New IRA Application or an IRA Transfer Application, which can be printed out from these links and then mailed to us:
 

Download General Account Application 
(PDF: 45 KB, 2 pages)

Download Traditional and SEP IRA Application
(PDF: 262 KB, 8 pages)
     Please also download complete Financial Disclosure

Download Roth IRA Application
(PDF: 249 KB, 8 pages)
     Please also download complete Financial Disclosure

Download Simple IRA Application
(PDF: 217 KB, 7 pages)
     Please also download complete Financial Disclosure

Download Coverdell Education Savings Account Application
(PDF: 138 KB, 5 pages)

Download IRA Transfer Application
(PDF: 38 KB, 2 pages)

Download Automatic Investment Program Application
(PDF: 186 KB, 1 page)
 

Please download and read the prospectus carefully before investing.  To view the Pearl Mutual Funds Prospectus, please click on this link:
Download the Pearl Funds Prospectus
(PDF: 349 KB, 32 pages) 

 

 
 

                                               

                                     info@pearlfunds.com