How To Invest
Investing through a Financial Advisor
To open an account with the Cognios Large Cap Value Fund, please contact a financial advisor at the financial institution of your choice.
There is no minimum investment requirement for accounts opened through a financial advisor, although some financial intermediary firms may impose their own minimum investment requirements.
Investing Directly with the Funds
For eligible investors seeking to open an account directly with the Cognios Market Neutral Large Cap Fund or the Cognios Large Cap Value Fund or the , please download and carefully read the fund's prospectus as well as the appropriate Account Application form below.
Please mail a check payable to Cognios Market Neutral Large Cap Fund or the Cognios Large Cap Value Fund in the applicable minimum amount, along with a completed and signed Account Application to:
Cognios Funds
c/o M3Sixty Administration, LLC
4300 Shawnee Mission Parkway, Suite 100
Fairway, KS 66205
888.553.4233
Applications must include your valid taxpayer identification number.
You may also purchase Fund shares by wire transfer from your bank account to your Fund account. To place a purchase by wire, please call (888) 553-4233 for more information.