Investing through a Financial Advisor
To open an account with the IPS Strategic Capital Absolute Return Fund you should 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 IPS Strategic Capital Absolute Return Fund, please download and carefully read the fund’s prospectus (click here) as well as the appropriate Account Application available by email request by clicking here.
Please mail a check payable to IPS Strategic Capital Absolute Return Fund in the applicable minimum amount, along with a completed and signed Account Application to:
IPS Strategic Capital Absolute Return Fund
c/o Mutual Shareholder Services, LLC
8000 Town Centre Drive, Suite 400
Broadview Heights, OH. 44147
Applications must include your valid taxpayer identification number.
You may also purchase IPS Strategic Capital Absolute Return Fund shares by wire transfer from your bank account to your fund account. To place a purchase by wire, please call 877-244.6235 for more information.