You may purchase shares of a Fund by wiring federal funds ($2,000 minimum). If you are making your first investment in the Funds, before you wire funds, U.S. Bancorp Fund Services, LLC, the Funds’ transfer agent, must have received a completed Account Registration Form. You can mail or overnight deliver your Account Registration Form to the Funds’ transfer agent. Upon receipt of your completed Account Registration Form, the Funds’ transfer agent will establish an account for you. The account number assigned will be required as part of the instruction that should be given to your bank to send the wire. The wire must be received by 4:00 P.M. (Eastern Time) in order to receive the same day’s net asset value per share. Your bank must include both the name of the Fund you are purchasing, your name and account number so that monies can be correctly applied. Your bank should transmit funds by wire to:
U.S. Bank, N.A.
777 East Wisconsin Avenue
Milwaukee, WI 53202
ABA #075000022
For credit to U.S. Bancorp Fund Services, LLC
Account #112-952-137
For further credit to LKCM Funds
[Name of Fund], [Shareholder account number]
Federal fund purchases will be accepted only on a day on which the Funds and the Funds’ custodian are open for business. The Funds are not responsible for the consequences of delays resulting from the banking or Federal Reserve wire system.
For more information, see Fund Literature or call 1-800-688-LKCM.
Documents meet regulatory requirements when viewed using Internet Explorer.
LKCM Funds distributed by Quasar Distributors, LLC