How To Invest
How To Invest
In order to join the Fund, complete the following steps:
- Carefully review the Information Statement.
- Download and complete the New Investor Application form (available in our Forms & Documents section) and have it signed by the appropriate individuals.
- Complete a W-9 form (available in our Forms & Documents section) to open the initial account with the Fund.
- Resolution: Adopt a resolution to join the Fund. To download a Sample Resolution that has been used as a model by most Investors, see the Forms & Documents section.
- Send the completed documents (New Investor Application form, W-9 form and Resolution) to the Fund either by fax to 888.535.0120 or mail P.O. Box 11760, Harrisburg, PA 17108-1760.
You should also review the Information Statement (including any Supplements) and the Declaration of Trust before investing. For more information, see our FAQs Section.
Individually Managed Portfolios
Investors may also open an individually managed portfolio through a separate agreement with the MAGIC Fund’s investment adviser. The Individual Account Investment Advisory Agreement is available in our Forms section or upon request by calling 800.731.7150. With an individually managed portfolio, the investment adviser will arrange for the purchase of investments tailored to meet the investor’s liquidity needs or specific draw schedule. Investment purchases are determined by the investor’s investment policy or bond documents.
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