Request an Investment Kit
To receive an investment kit by mail, please complete the form below (starred items are required fields).
Unit or Apartment Number
How did you hear about the Osterweis Funds?
Which Application(s) would you like to use?
New Account Kit for individuals, joint accounts, or gifts to minors (Summary Prospectuses, New Account Application, Fact Sheets, Return Envelope)IRA Account Kit for Regular, Roth, SEP, SIMPLE, Transfer, or Rollover IRA accounts (Summary Prospectuses, IRA Application, IRA Transfer Form, Fact Sheets, Return Envelope)Entity Account Kit for corporations and other entities (Summary Prospectuses, Entity Application, Fact Sheets, Return Envelope)
Select any regulatory document(s) you would like included:
Osterweis Funds ProspectusOsterweis Funds Statement of Additional Information (SAI)Osterweis Funds Annual ReportOsterweis Funds Semi-Annual Report