Invest With Us

Invest With Us

You can invest in the Ensemble Fund via a direct investment or through your brokerage account. With a direct investment, you’ll get quarterly statements from Ensemble Fund and place trades or move money by contacting our Shareholder Services group. You can also invest in the Ensemble Fund by buying it within your existing brokerage account or through your financial advisor. In this case, you’ll get statements from your broker and place trades using our ticker symbol ENSBX.

Things You Should Know

  • The Ensemble Fund follows a long-term investment strategy and is not appropriate for short term investments. Our goal is to build a stable group of investors who want to join us in pursuit of long-term investment gains.
  • The minimum amount to open a new account is $5,000 for regular accounts and $1,000 for IRAs or accounts with automatic investing plans.
  • The Ensemble Fund has a total annual fund operating expense ratio of 1.00% per year.
  • The Fund is required to distribute capital gains and investment income each year and expects that distributions will consist primarily of capital gains.

Direct Investments

To open an account with the Ensemble Fund fill out the appropriate forms listed below and submit them to our Shareholder Services group.

Before you invest, please read our prospectus. If you are opening an IRA, you will want to review our IRA Plan Booklet.

Please send your account application to:

Ensemble Fund
c/o Mutual Shareholder Services, LLC
8000 Town Centre Dr., Suite 400
Broadview Hts., OH 44147

Call our Shareholder Services group at 800-785-8165 if you have any questions at all.

Brokerage Account Investments

The Ensemble Fund is not yet available to purchase through brokerage accounts. We expect that it will be available through various brokerage firms beginning in mid-December and through 2016. If you’d like to purchase the Ensemble Fund through a brokerage company, please contact us at info@ensemblecapital.com and we’ll do our best to make it happen.