Invest with us

To invest in the Torray Fund, complete the following steps:

1)  Read the Prospectus

Torray Fund Prospectus >

2) If you are opening an IRA account, you must also read:

IRA Disclosure Statement & Custodial Account Agreement >

3) Complete and submit the appropriate application for the type of account you would like to open.

Regular Account Application >

IRA Account Application >



Send it with your check made payable to the Torray Fund:
  Regular Mail
The Torray Fund
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701

Overnight or Express Mail
The Torray Fund
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., FL3
Milwaukee, WI 53202-5207


The minimum initial purchase is $2,000 for a regular account and $2,000 for an IRA account.

The Fund cannot accept third-party checks, starter checks or checks drawn on banks outside the United States. Wires are acceptable. The investor must contact Shareholder Services before investing and all funds must be received by 4:00 p.m. eastern time to receive the NAV of that day. If you would like to receive the forms by mail, please call 855.753.8174.


 

 
 

Mutual Fund Shareholder Services

Existing shareholders
800.626.9769

New investors
855.753.8174

 
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