How to Invest

Online-

The Gavekal KL Allocation Fund is currently available on the following online brokerage platforms:

Charles Schwab
E*Trade
Fidelity
TD Ameritrade

If your online broker is not listed, please contact Shawn Paulk at 704.844.6844 or spaulk@KLCapital.com to discuss adding your platform.

Through a Financial Advisor-

The Gavekal KL Allocation Fund is currently available on these and other custodian and broker-dealer platforms:

Cambridge Investment Research
Commonwealth Financial Network
Fidelity

LPL Financial
Pershing LLC
Pershing Advisor Solutions, a BNY Mellon company
Raymond James and Associates
Raymond James Financial Services
RBC Wealth Management
Schwab Institutional
SEI Private Trust Company
TD Ameritrade

If you are a financial advisor and would like to speak with us, please call us at 704.844.6844.

If your custodian is not listed, please contact Shawn Paulk at 704.844.6844 or spaulk@KLCapital.com to discuss adding your platform.

Through the Mail-

Open a regular account:

Download the funds’ Prospectus and/or Statement of Additional Information and New Account Application for the fund from the Forms & Literature section of our website and then complete and mail it along with your check to one of the addresses below.

Open an IRA account:

Download the funds’ IRA Application from the Forms & Literature section of our website, print out and then complete and mail it along with your check to one of the addresses below. If you would like to transfer IRA assets from another institution to a Knowledge Leaders IRA you must also complete the IRA Transfer Form which is located in the Forms & Literature section.

Mail Your Completed Forms and Checks to:

Regular Mail:

Gavekal KL Allocation Fund
P.O. Box 2175
Milwaukee, WI 53201

 

Overnight Delivery:

Gavekal KL Allocation Fund
235 West Galena Street

Milwaukee, WI 53212

The Gavekal KL Allocation Fund is distributed by IMST Distributors, LLC.

Please consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus or summary prospectus that contains this and other information about the Fund, is available by calling 888.998.9890 and should be read carefully.

The value of the securities held by the Fund will change due to general market and economic conditions and industry perceptions. Investments in non-US issuers may involve unique risks. Currency fluctuation, adverse political, economic or social developments could undermine the value of the Fund’s investments. The securities of mid-cap companies may be subject to more abrupt or erratic market movements and may have lower trading volumes.

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