How do I invest?

You can get a prospectus and account registration form by filling out the information here and choosing whether to download them electronically or have us send the documents by U.S. Mail. You can also make the request by calling 1-877-550-LEEB (5332) to request the information to be sent through the U.S. Mail.  After reading the prospectus carefully, fill out the account registration form and mail it with your initial investment.

Can I invest through my broker?

Yes, the Leeb Focus Fund is currently available on the following broker platforms:

• Charles Schwab
• E*Trade
• Fidelity
• Scottrade
• TD Ameritrade
  
• ADP Clearing
• KMS Financial Services
• MidAtlantic Clearing
• Morgan Keegan
• Pershing
• Questar Capital Corp
• Shareholders Service Group
• Wells Fargo
• Vanguard

Where do I send my investment?

Send your investment to:

How can I track the Leeb Focus Fund?

Many news and financial web sites report daily share prices using the Fund's ticker symbol:

LCMFX (Leeb Focus Fund)

What is the minimum investment?

The Leeb Focus Fund requires an initial minimum investment of $2,500 ($1,000 for retirement accounts) and minimum subsequent investment of $250. Shares can be purchased by, among other investors:

• Individual investors;
• Fee-only financial planners;
• Investment advisors and broker dealers;
• Any bank, trust company or other type of depository institution;
• Any insurance company, investment company or foundation purchasing shares for its own account;
• Any retirement plan such as a 401(k), 403(b) or 457(b) plan or the custodian for such a plan;
• Other qualified or non-qualified employee benefit plans, including pension, profit-sharing, health and welfare, or other employee benefit plans that meet the following definition of an “Eligible Benefit Plan”:
  
  “Eligible Benefit Plans” are qualified or non­qualified employee benefit plans or other programs where (i) the employers or affiliated employers maintaining such plans or programs have a minimum of 250 employees eligible for participation in such plans or programs or (ii) such plan’s or program’s aggregate investment in the Fund exceeds $1 million.

Can I setup automatic deposits into my account?

You may make regular investments in the Funds with an Automatic Investment Plan by completing the appropriate section of the account application and attaching a voided personal check. Investments may be made monthly to allow dollar-cost averaging by automatically deducting $50 or more from your bank checking account. You may change the amount of your monthly purchase at any time. If an Automatic Investment Plan purchase is rejected by your bank, your shareholder account will be charged a fee to defray bank charges.


Do you offer Individual Retirement Accounts (IRAs)?

Yes. You can open an IRA account with a $1,000 initial investment, transfer an existing IRA account from another institution, or even consolidate several existing IRA accounts into one Leeb Funds IRA account. The Funds offer Traditional, Roth and SEP IRAs.


Can I open an account to save for my child's or grandchild's education?

Yes. Coverdell Education Savings Accounts may be opened with a $2,000 minimum initial investment. Uniform Gift/Transfer to Minors Accounts (UGMA/UTMA) may be opened with a $2,500 minimum initial investment.


  Is there any sales charge or load on the Fund?

The Leeb Focus Fund is a no-load fund, however, the fund is intended for long-term investors and to discourage short-term trading and market timing, which can increase Fund expenses the Fund typically charges a fee of 2.00% of the redemption proceeds of shares redeemed within 60 calendar days after they are purchased. 

I'm already an investor. How can I check on my account?

Call 1-866-400-LEEB (5332) between 8am and 6pm Eastern Time Monday through Friday to speak to a shareholder services representative about your account. Have your account number ready. You can also call this number 24 hours a day for current share price information and account balances. In addition, you can access your account information via this website - if you have not signed up already, please click here to get started.

I have a third party check I would like to deposit into my account, how do I do that?

Sorry, no third party checks.  All purchases must be made in U.S. dollars and checks must be draw on U.S. financial institutions from an account baring the same name as the investor in the fund.  No cash, credit cards, or third party checks will be accepted.

Can I purchase or redeem shares online?

Yes. After you have opened your account directly with the fund and you have provided your bank information you may purchase or redeem shares through our Account View System. Click here to register for online access.

How can I find out more?

Review the prospectus for more complete information, including fees and expenses. Please read it carefully before you invest or send money. Further information regarding our strategy, investment process and performance is available online.

Feel free to call us toll-free at 1-866-400-LEEB (5332) if you have additional questions.