Regan Total Return Income Fund (RCTRX / RCIRX)
- Both RCTRX and RCIRX funds are available for investing through the Fidelity platform, Charles Schwab platform, in addition to Pershing and BNY Mellon.
- You may purchase Investor Class or Institutional Class shares on any business day by wire transfer, by telephone at +1 888-44-REGAN (toll free), through certain financial intermediaries, or by written request via mail.
Steps to invest:
- Complete the appropriate application for your circumstances:
– To purchase shares as an individual, please complete the New Account Application
– To purchase shares as an Entity, please complete the Entity Application
– To purchase shares via an IRA, please complete the IRA Application
- Email the completed application to email@example.com (you can either sign and scan or, if you send the application unsigned, we will respond with a DocuSign for you to sign electronically)
- Wait for us to provide your account information – if you do not receive this information within one business day, please contact the Transfer Agent at +1 888-44-REGAN
- Fund your account
For further assistance, please call either the Transfer Agent at +1 888-44-REGAN (toll free) or the Investment Adviser at +1 214-550-1710.