Now you can invest in my mutual fund through Schwab too
09/29/2010 4:10 pm EST
A little more than a week ago we announced that you could now invest in The Jubak Global Equity Fund (JUBAX) directly through your brokerage account at Vanguard.
Today we're reporting that you can invest in Jubak Global Equity Fund through your existing Schwab account too.
Yes, we’re only a quarter old, but we’re working hard to follow your suggestions.
When we launched the fund, a lot of you said that you’d invest in the fund if you could do it through a brokerage account at Schwab or Fidelity or Vanguard or …. And we heard you. It’s taken a while to get the process going, but we’re proud to announce that as of today, we’ve signed up our second platform, Charles Schwab.
Yep, as of right now you can invest in Jubak Global Equity (JUBAX) through your existing Schwab or Vanguard accounts. (Of course, you can still sign up directly on line, or through the mail, too).
And we’ve even managed to set it up so that Schwab investors (and Vanguard investors too) can get a free subscription to my new Jubak Asset Management Internet newsletter (a $299 value), just as direct investors do. So, Schwab investors, once you’ve completed your trade, please go here to activate your subscription: http://jubakam.com/schwab or, if you forget that link, just go to the Jubak Asset Management homepage and follow the instructions. (Vanguard investors can go here to activate their subscription: http://jubakam.com/vanguard)
In the coming weeks we expect to be able to announce that the fund is available through other brokers you’ve asked about, too.
So, watch this space.
The Jubak Global Equity Fund is distributed by Grand Distribution Services, LLC.
803 W. Michigan St., Milwaukee, WI 53233
You should consider the fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, that contains this and other information about the Funds, call 1-888-885-8225 or visit www.jubakfund.com. Please read the prospectus carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
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