Investing in the James
Advantage Funds
has never been easier. Before you invest please obtain and carefully read the
prospectus to select the fund best suited to
your objectives and risk tolerance.
3 easy ways to invest
in the James Advantage Funds
- Complete an
online application
and fund your new account
electronically
- Request or
download an application
and mail it to the James Advantage Funds
- Purchase from a
retail or discount online broker - a list of
participating brokers is list below.
A few helpful tips...
Don't forget to carefully read the
prospectus to select the fund best suited to
your objectives and risk tolerance. You can also learn more about our funds in
Fund Information. Choosing one investment style over
another is a matter of individual preference.
Minimum
investments
$2,000 for a
regular (non-retirement) accounts
$500 for retirement accounts
$50 to start a
James 50/50 account.
Make your check payable to: The James Advantage Funds
Mail address:
James Advantage Funds
P.O. Box 5354
Cincinnati, OH 45201- 5354
For Overnight delivery and Federal Express:
The James Advantage Funds
221 East Fourth Street, Suite 300
Cincinnati, OH 45202
Participating Brokers:
|
Accutrade |
|
Ameritrade, Inc. |
|
Ameritrade Institutional Services |
|
Bear Stearns |
|
Bear Stearns No-Load Transaction Fee |
|
ETrade No Load NTF |
|
Fidelity |
|
HARRISdirect |
|
InvesTrade |
|
LPL Financial Services |
|
MUTUALS.com Institutional |
|
Pershing, division of
DLJ |
|
Robert W. Baird |
|
Scottrade |
|
Sungard Expediter |
|
Schwab |
|
T. Rowe Price |
|
TD Waterhouse |
|
TD Waterhouse Institutional |
|
TD Waterhouse Institutional NTF |
|
UBS Financial Services, Inc. |
|