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Invest With Us

Whether you're new to the Marsico Funds or a longtime shareholder, we look forward to helping you achieve your long-term investment goals through our selection of six Funds.

Open an Account Now

If you're just getting started, there are two ways to open an account. You can apply online right now through a simple account set-up process. If you would like to apply by mail, download and fill out an application and any other forms you may need:

Before applying you should carefully read the prospectus, and the retirement plan disclosure statement if you are opening a retirement account. Both documents contain more complete information about the Funds and regular and retirement accounts, including charges, expenses and risks. Please determine whether the Funds are appropriate for you, given your investment goals and risk tolerance.

Minimum Investments

Initial Investment Additional Investment
Regular Accounts $2,500 $100
IRAs and IRA Rollovers $1,000 $100
Non-Working Spousal IRAs $500 $100
SEP-IRAs $500 $100
Gifts to Minors $500 $50
Automatic Investment Plan $1,000 $50

Need assistance?

We'd be happy to answer questions you may have on how to complete your application, purchase a Fund, or find out if you need any additional documents and application forms. For assistance, you can call us toll-free at 888.860.8686, or you may also email us.

Please consider the Fund's investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information about the Fund, click here or call 888-860-8686. Please read the prospectus carefully before investing.

Investments in mutual funds carry risks and investors may lose principal value. Click here for the principal risks of investing in the Funds. Please read the prospectus carefully before investing as it explains the risks associated with investing in the mutual funds.

The International Opportunities Fund may, at times, experience higher-than-average portfolio turnover which may generate significant taxable gains and increased trading expenses which in turn may lower the Fund’s return.

UMB Distribution Services, LLC, is the distributor of The Marsico Investment Fund. Check the background of UMB Distribution Services on FINRA's BrokerCheck.


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