Because investing directly in a mutual fund is unique, it might be nice to know a little more about what you should and shouldn’t expect.
Quarterly statement focused on your success, our performance and the companies we all own.
Annual teleconference where the investment team discusses fund decisions with shareholders.
Someone you can call if you have questions or concerns about your account.
Clear delineation of the fees you are paying ( .78% per year—that was easy).
Pages full of pie-charts.
A face-to-face meeting to build a financial “plan”.
An annual call to ask you if your risk tolerance has changed.
A long, difficult and confusing conversation.
There are essentially three ways you can fund your account.
Lump Sum ($10,000 minimum) Transfer/Rollover ($10,000 minimum) Savings Plan (automatic monthly deposit of $100 or greater)
*$100-per-month if automatic investment is established. Fees, strategy, and objective are the same of all investors in the Fund regardless of amount invested in the Fund or overall wealth.
Choosing the right type of account will be based mostly on tax considerations. And as we all know, the tax code is complicated and confusing. The following is a simplification meant to help you consider the options. Before deciding, you might want to consult a tax specialist to better understand all of the variables and implications.
All tax information and rates are based on 2017 IRS tax code for federal taxes. The specific deductions or rates may be different based on your tax situation.
Evan Almeroth is a registered representative of ALPS Distributors, Inc.
Click on the appropriate application below. Fill out the form. Sign it. Then drop it in the mail. You’ll receive an account number and log-in information shortly thereafter.
* If you are transferring money from a 401K plan or other employer-sponsored retirement plan, you’ll need to contact the plan administrator (their telephone number is likely on your retirement plan statement) and ask what is required in order to transfer your account to another firm.
Please use the form below to ask any question you would like about the DGIFUND. If this an immediate account service request, please call 855-DGI-Fund (855-344-3863).