How to Invest

 

We make it as easy as possible to begin investing with us. You can invest directly by downloading and completing the appropriate form below. You can also invest in the Becker Value Equity Fund with no transaction fee through any of several well-known mutual fund platforms.

Invest Directly

Account applications are available for download below, or call 1.800.551.3998.

Personal Account  Roth IRA
Health Savings Account (HSA) Traditional / SEP IRA
Coverdell/Education Account Simple IRA
IRA Transfer IRA Distribution
Financial Disclosure

Mail Completed Forms To:

Becker Value Funds
c/o Huntington Asset Services, Inc.
2960 N. Meridian St., Suite 300 
Indianapolis, Indiana 46208-4715

Investment Platforms

The Becker Fund is available on several Mutual Fund Platforms on a no-transaction fee (NTF) basis. If the Becker Funds are not available on a particular platform, please call us for assistance at 877.785.7979.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds' before investing. The Funds' prospectus contains this and other information about the Funds, and should be read carefully before investing. You may obtain a current copy of the Funds' prospectus by calling 1-800-551-3998. Past performance is no guarantee of future results. Your Fund shares, when redeemed, may be worth more or less than their original cost. Distributed by Unified Financial Securities, Inc., 2960 N. Meridian Street, Suite 300, Indianapolis, IN 46208-4715 (Member FINRA).