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.

Download Account Application

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.

Address:

7900 College Boulevard

Suite 124

Overland Park, KS. 66210

(913) 214-5000

info@cognios.com

The Cognios Funds are not suitable for all investors. Subject to investment risks, including possible loss of the principal amount invested.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click Here to view a prospectus which contains this and other information, or Contact Us. Read the prospectus carefully before investing.

The Cognios Mutual Funds are distributed by ALPS Distributors, Inc., 1290 Broadway, Ste 1000, Denver, CO 80203.

Not FDIC Insured - No Bank Guarantee - May Lose Value.

Cognios Capital, LLC is a whollly-owned subsidiary of Quantitative Value Technologies, LLC. Quantitative Value Technologies, LLC is registered as an investment adviser with the United States Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training. Use of this website is governed by the User Agreement.

The content contained on this site is provided to users "AS IS" without any express or implied warranty.

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