SEPARATELY MANAGED ACCOUNTS
Please contact us at 504.525.0808, for information related to opening a individually managed account. $1 million minimum investment. Or, you can send an email to info@villere.com.
Please contact us at 504.525.0808, for information related to opening a individually managed account. $1 million minimum investment. Or, you can send an email to info@villere.com.
Mutual fund accounts can be opened by completing the required application and returning it along with any required documentation to us by mail.
The Villere Funds are available by prospectus only. You may download a prospectus or summary prospectus for the Villere Funds below or obtain a hard copy by calling 866.209.1129. Please read the prospectus carefully before investing. $2,000 minimum investment.
After completing your application (and transfer form if applicable), please send it along with your check or transfer form to:
Villere Funds
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
Villere Funds
c/o U.S. Bancorp Fund Services, LLC
615 East Michigan Street, Third Floor
Milwaukee, WI 53202
If you have any questions about how to purchase the Villere Funds or how to complete your application, please call shareholder services at 866.209.1129 between 9:00am and 8:00pm ET Monday through Friday. You can also submit a question by email.
Note: The Villere Funds are available through the Fidelity, Merrill Lynch, Pershing, Schwab, TD Ameritrade, and UBS platforms. They may also be available through your existing brokerage account. Please check with your financial advisor.