- Read carefully the prospectus and retirement plan disclosure statement, which contain more complete information about the Funds and plans, including charges, expenses and risks. Please determine whether the Funds are appropriate for you, given your investment goals and risk tolerance.
- Call 888.860.8686 (toll-free) to receive any additional documents and application forms you may need for the kind of retirement account you want.
- The minimum initial investment for most retirement accounts is $1,000. A spousal IRA can be opened for as little as $500.
Download Marsico Funds Traditional and Roth IRA Application
Download Marsico Funds IRA Transfer Form
Open an Account Online