INVEST WITH US

WHY INVEST IN THE PLUMB FUNDS?

Opportunity to invest companies offering innovative, disruptive growth opportunities, unconstrained by market size

We believe that holding a diverse group of stocks has the potential to provide competitive returns under different market environments, as opposed to more narrow investment styles. Our flexible approach to equity investing enables us to adapt to changing market trends and conditions and to invest where we believe opportunity exists.

    LITERATURE

  • Fact Sheet Plumb Equity Fund
  • Fact Sheet Plumb Balanced Fund
  • Quarterly Commentary
  • Holdings Plumb Equity Fund
  • Holdings Plumb Balanced Fund

    APPLICATIONS & FORMS

  • Application
  • Coverdell Education Savings Account Application
  • IRA Application
  • IRA Transfer Form
  • IRA Disclosure Agreement
  • IRA/Qualified Plan Distribution Request
  • Entity Application
  • Certification of Beneficial Owners

    FUND REPORTS

  • Prospectus-Plumb Funds
  • Statement of Additional Information
  • Prospectus-First American Prime Obligations Money Market
  • Annual Report
  • Semi-Annual Report
  • Proxy Voting Record
  • Form N-Q (Fiscal Quarterly Holdings)
  • Disclosure of Portfolio Holdings Policy

    FUND TAX & YEAR-END INFORMATION

  • Historical Distributions

    FUND GOVERNANCE

  • Nominating/Governance Committee Charter
  • Code of Ethics
  • Audit Committee Charter

FOR DIRECT INVESTMENTS

Regular Mail The Plumb Funds
c/o US Bancorp Fund Services, LLC
PO Box 701
Milwaukee, WI 53201-0701
Overnight Mail The Plumb Funds
c/o US Bancorp Fund Services, LLC
615 East Michigan Street, FL 3
Milwaukee, WI 53202-5207
Please send your application and check made out to the appropriate Fund to the addresses above. If you have any questions about your account please call Plumb Funds at 1-866-987-7888.