Purchase Shares from Selected Dealers
OCM Gold Fund is available on most brokerage platforms such as TD Ameritrade and Charles Schwab. Shares of the Fund may also be purchased through Selected Dealers who are authorized to accept purchase orders on behalf of the Fund.
Please contact us if you have questions about the fund or how to purchase shares: 1-800-779-4681 | info@ocmgoldfund.com
Purchase Shares Directly
Step One: Read Information
Step Two: Choose a Share Class
| Investor Class OCMGX | Atlas Class (Formerly Advisor Class) OCMAX |
|---|---|
| Minimum Investment: $1,000 | Minimum Investment: $1,000 |
| IRA Minimum Investment: $100 | IRA Minimum Investment: $1,000 |
| Subsequent Minimum Purchase: $50 | Subsequent Minimum Purchase: $50 |
| Redemption Fee: 1.50% Purchases held less than 90 days | Redemption Fee: 1.50% Purchases held less than 90 days |
| Sales Load: 4.50% | Sales Load: N/A |
Step Three: Complete Your Application
Step Four: Mail Application and Initial Investment
Regular Mail
OCM Gold Fund
PO Box 1328
Milwaukee, WI 53212
Overnight Delivery
C/O UMB Fund Services, Inc.
235 W. Galena Street
Milwaukee, WI 53212
Wire Instructions
Please contact Shareholder Services at 1-800-628-9403.
Request an Investment Kit
Please complete this short form and we will mail or email you a kit. You may also request one by phone by calling 1-800-779-4681.
Separately Managed Accounts
Orrell Capital Management offers personalized separately managed accounts (SMA) for qualified investors ($5MM+) who are interested in exposure to the precious metals equity sector.
For more information regarding an OCM SMA, please contact us directly via phone (925-455-0802) or email (info@ocmgoldfund.com).