Jordan Opportunity Investment Interest Form

Please fill out the form below, and we will send you the information that you have requested and a prospectus via email or regular mail. Periodic Investment Plans do not assure a profit and do not protect against a loss in declining markets. *Required Fields are marked.

* Required fields











Prospectus
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FUND FACTS
MINIMUM INVESTMENTS
Standard Accounts ………………………………………………………… $10,000
Traditional and Roth IRA Accounts ……………………………………… $2,000
Accounts and Systematic Investment Plans …………………………… $5,000
MINIMUM ADDITIONAL INVESTMENTS
Standard Accounts …………………………………………………………….. $500
Traditional and Roth IRA Accounts …………………………………………. $500
Accounts and Systematic Investment Plans ………………………………. $250

All member of our customer service staff undergo a lengthy training process and have pass the Series 6 Exam. Our goal at the Jordan Opportunity Fund is to provide complete customer satisfaction through high quality staff and services.

* To ensure the security of your account, financial transactions and account inquiries cannot be handled by e-mail. Therefore, please do not include account-specific or personal information (such as Social Security number, account number, or account balance) in your e-mail correspondence.