How to Invest

Investing through a Financial Advisor

To open an account with the Cognios Market Neutral Large Cap 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

Cognios Market Neutral Large Cap Fund

For eligible investors seeking to open an account directly with the Cognios Market Neutral Large Cap Fund, please download and carefully read the fund's prospectus as well as the appropriate Account Application form below.

Please mail a check payable to Cognios Market Neutral Large Cap Fund in the applicable minimum amount, along with a completed and signed Account Application to:

  • Cognios Market Neutral Large Cap Fund
  • P.O Box 1920
  • Denver, CO 80201
  • 855.254.6467

Applications must include your valid taxpayer identification number.

You may also purchase Fund shares by wire transfer from your bank account to your Fund account. To place a purchase by wire, please call 855.254.6467 for more information.

Cognios Large Cap Value Fund

For eligible investors seeking to open an account directly with the Cognios Large Cap Value Fund, please download and carefully read the fund's prospectus as well as the appropriate Account Application form below.

Please mail a check payable to Cognios Large Cap Value Fund in the applicable minimum amount, along with a completed and signed Account Application to:

  • Cognios Funds
  • C/o M3Sixty Administration, LLC
  • 4520 Main Street, Suite 1425
  • Kansas City, MO 64111
  • 888.553.4233

Applications must include your valid taxpayer identification number.

You may also purchase Fund shares by wire transfer from your bank account to your Fund account. To place a purchase by wire, please call 888.553.4233 for more information.

Cognios Large Cap Growth Fund

For eligible investors seeking to open an account directly with the Cognios Large Cap Growth Fund, please download and carefully read the fund's prospectus as well as the appropriate Account Application form below.

Please mail a check payable to Cognios Large Cap Growth Fund in the applicable minimum amount, along with a completed and signed Account Application to:

  • Cognios Funds
  • C/o M3Sixty Administration, LLC
  • 4520 Main Street, Suite 1425
  • Kansas City, MO 64111
  • 888.553.4233

Applications must include your valid taxpayer identification number.

You may also purchase Fund shares by wire transfer from your bank account to your Fund account. To place a purchase by wire, please call 888.553.4233 for more information.

The Cognios Funds are not suitable for all investors. Subject to investment risks, including possible loss of the principal amount invested.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click Here to obtain a prospectus which contains this and other information, or call 855.254.6467. Read the prospectus carefully before investing.

The Cognios Funds are distributed by ALPS Distributors, Inc., 1290 Broadway, Ste 1100, Denver, CO 80203.

Not FDIC Insured - No Bank Guarantee - May Lose Value.