Fund Direct (Class N Shares CCM Advisors managed Funds)

Class N Shares of some Funds can be purchased directly from the Fund. All other CNI Charter Funds, except for CSC Small Cap Value Fund, cannot be bought directly from the Fund and can only be purchased through authorized financial institutions.

You can download a pdf copy of the prospectus by clicking on the link below. To open a new account, print and complete the appropriate Account Application also by clicking below. For more information, including IRA information, please contact us at 1-800-445-1341.

Prospectus
New Account Application - Class N Shares
IRA/Roth IRA Account Application - Class N Shares
IRA/Roth Transfer/Direct Rollover Form
IRA Custodial Agreement/Disclosure Statement Booklet