Download all the forms you need and mail them to the address provided.
	Fill in form. We will promptly mail the application(s) to you including the current Fund fact sheet and Quarterly Commentary.
	Dial 1-800-622-2474 to order by phone or if you have questions
New Account Application Traditional IRA Booklet Roth IRA Booklet Prospectus Reports and Publications
ACCOUNT TYPE INITIAL SUBSEQUENT Regular Account $2,500 $100 Retirement Plan Account $1,000 $100 Automatic Investment Plan $2,500 $100   Take advantage of our Automatic Investment Plan Permits you to automatically invest in your fund account through your bank account on a monthly, quarterly, semi-annual or annual basis. Please fill out Step 5 of the application. Mailing List Sign up for our mailing list to receive up-to-date communications from the Advisor, Oak Value Capital Management, Inc., via email notification.