How
to invest with
The Lacerte Guardian Fund
Here is a list of fund information documents,
and account applications, for the Lacerte Guardian Fund.
(Please note that all documents are in PDF format):
• Lacerte
IRA CTC Transfer of Assets Form
• Lacerte
Account Application
• Lacerte
Guardian Fund Prospectus
• Lacerte
Guardian Fund SAI
• Lacerte
IRA Roth CTC Application
Have questions? Want documents mailed to
you instead? Please call us toll-free at 1-877-738-9888.
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