• Investing

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

OCM Prospectus 2023

OCM 1-Pager 

Fund Fact Sheet: December 31, 2023

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

New Account Application
IRA Application Form
IRA Transfer/Conversion Form
Non IRA Transfer/Conversion Form

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.

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