HOW TO INVEST IN OUR CANNABIS GROWTH FUND

It’s easy to begin investing with us. Shares of the Cannabis Growth Fund
may be purchased directly or through your financial advisor.

HOW TO INVEST

FORMS & APPLICATIONS

OPEN A CANNABIS GROWTH FUND ACCOUNT ONLINE

We offer the ability to open an account directly with us online using our secure online application. The cannabis industry is new and constantly evolving and being able to invest through the website allows you to gain access to the industry in the early stages, even before many of the financial intermediaries make the Fund available on their platforms.
OPEN ONLINE

PURCHASE VIA FINANCIAL INTERMEDIARIES

The Cannabis Growth Fund is available through the following brokerage firms. The Fund is also available through Vanguard. If your brokerage firm is not listed, please request directly with the firm that the Fund be made available for purchase.

The inclusion of these links is not an endorsement from any of these firms and does not represent a recommendation or solicitation to purchase or sell any securities. Additionally, the inclusion of these links does not represent an endorsement by Foothill Capital Management of any of these firms.

OPEN BY MAIL

To open an account via mail, simply follow these steps:

 

1. Read Fund Information
Please read the prospectus before investing.

2. Complete an Application

Please print and complete the application for the type of account you would like to open.

New Account Application  |  Traditional/SEP and Roth IRA Application

 

3. Choose a Payment Method

You can open your account using any of these methods. The minimum initial purchase for the Fund is $2,500.

  • » By check: Enclose a check payable to Cannabis Growth Fund for the total amount.
    » By wire: For wire instructions call (888) 885-0588.

4. Mail Your Application and Initial Investment
Please mail your completed and signed application along with your initial investment to us at the address below.
Make checks payable to Cannabis Growth Fund.

Regular Mail

Cannabis Growth Fund
PO Box 2175
Milwaukee WI 53201-2175

Overnight Delivery

Cannabis Growth Fund
C/O UMB Fund Services, Inc
235 W Galena Street
Milwaukee WI 53212-3948
title
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Cannabis Investment Opportunities in New Jersey are Growing»

The following provides commonly requested applications and forms. If you need help deciding which form you need, please call our Shareholder Services at 888.885.0588. Please send the completed and signed forms to:

Cannabis Growth Fund
PO Box 2175
Milwaukee WI 53201-2175

ACCOUNT APPLICATIONS

ACCOUNT MAINTENANCE FORMS


Transfer Form


IRA Transfer Conversion Request Form


Letter of Instruction Form

Cost Basis Election Form

Internet Privileges Change Form

Certification of Beneficial Owners for Legal Entity Clients

Account Privileges Change Form

Account Registration Change Form

CUSTODIAL AGREEMENTS


Custodial Agreement – Roth IRA

Custodial Agreement – Traditional IRA
title
Click here to learn more about investing in the cannabis industry

The Cannabis Industry’s Multi-State Operators»

3 Reasons to Consider a Cannabis Mutual Fund »

Marijuana Stocks »

How to Invest in CANNX »

Investing in Marijuana for Beginners »

Marijuana Stocks »

Marijuana Investment Opportunity with Cannabis Growth Fund »

Marijuana Stocks FAQs »

Portfolio Manager Korey Bauer Talks about His Enthusiasm for the Cannabis Industry »

Cannabis Investing News

Coronavirus’ Impact on the Cannabis Industry »

Bernie Sanders and Marijuana »

Cannabis Investment Trends for 2020 »

Cannabis Market 2020 Predictions »

Joe Biden and Marijuana»

Cannabis Investment Opportunities in Pennsylvania»

Cannabis Investment Opportunities in New York»

Cannabis Investment Opportunities in New Jersey are Growing»

Daily Prices as of 4/14/2021

Investor Class
CANNX NAV: $7.98 | Change: $-0.19

Class I
CANIX NAV: $7.88 | Change: $-0.18

QUESTIONS?

FUND INFORMATION

740 River Road Suite 208, Fair Haven, NJ 07704 | 800.446.1179

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained from 888.885.0588. Please read the prospectus carefully before you invest.
Investing involves risk, including possible loss of principal. The cannabis industry is subject to rapidly evolving laws, rules and regulations, and increasing competition which may cause such companies to change business model, shrink or suddenly close. These may limit access to banks, and create significant burdens on company resources due to litigation, enforcement actions, receipt of necessary permits and authorizations to engage in medical cannabis research or to otherwise cultivate, possess or distribute cannabis. Possession and use of cannabis is illegal under federal and certain states’ laws, which may negatively impact the value of Fund investments. Where legalized by states, cannabis possession and use remains a violation of federal law. The companies in which the Fund invests are subject to various laws and regulations relating to the manufacture, management, transportation, storage and disposal of cannabis, including health and safety, conduct of operations, and environmental protection. Even if a company’s operations are permitted under current law, they may not be permitted in the future, and a company may not be able to continue operations in its current location. Controlled substance legislation differs significantly between countries and may limit a company’s ability to sell products.

Foreign investing involves social and political instability, market illiquidity, exchange-rate fluctuation, high volatility and limited regulation risks. Emerging markets involve different and greater risks, as they are smaller, less liquid and more volatile than more developed countries. Investments made in small, mid-capitalization and micro-capitalization companies may be more volatile and less liquid due to limited resources or product lines and more sensitive to economic factors. Fund investments will be concentrated in an industry or group of industries, and the value of Fund shares may rise and fall more than more diversified funds. Purchasing and writing put and call options entails greater than ordinary investment risks. Options ownership involves the payment of premiums, which may negatively impact Fund performance. Please see the prospectus for details of these and other risks. Distributed by IMST Distributors, LLC.