I don’t make a lot of changes to my 401(k) account. Heck, I barely touch the thing. That&rsquo...
Five new ways to invest in my mutual fund, Jubak Global Equity
10/25/2010 10:30 am EST
Wait, did I say another way? Strike that. This week we’re announcing five new ways that you can invest through your brokerage account: JPMorgan, Curian Capital, SEI, Wells Fargo and RW Baird. (However, we do have to note that because of the way that some of these companies organize their lines of business, some of their clients may not be able to invest in JUBAX through them; please check with your broker or representative.)
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 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 another batch of platforms.
Of course, you can still sign up directly on line, or through the mail, too. (To start that process or to find out more about the fund go to http://jubakfund.com/invest-in-jubax/invest/ )
As usual, we’ve arranged for investors who utilize those platforms to have free access to all JAM has to offer. (That subscription normally costs $299 a year.) So, once you’ve completed your trade, please go the appropriate link to activate your subscription: http://jubakam.com/jp-morgan/ or http://jubakam.com/curian/ or http://jubakam.com/sei/ or http://jubakam.com/wells-fargo or http://jubakam.com/rwbaird/ or if you forget that link, just go to the Jubak Asset Management homepage and follow the instructions.
If you have invested through the other three brokerage firms we’ve signed up to date, you can get your free subscription at http://jubakam.com/scottrade/; or http://jubakam.com/schwab; or 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. We’re hard at work now on adding TD Ameritrade, E*Trade, and Fidelity and expect to finish all the paper work for those brokers within a few weeks.
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.
Related Articles on STOCKS
Occidental Petroleum (OXY) has been a near-term disappointment, but continues to show long-term prom...
Westwood Holdings Group (WHG) provides investment management services to institutional investors, pr...
Stefanie Kammerman, the Stock Whisperer, to tell you the Whisper of the Week: IAU and GE in my weekl...