Join us in our professionally managed long term investment approach as we attempt to identify stock index trends that will will generate superior returns in both rising and falling markets, while using strategic risk management to preserve the capital.
Invest with Us
Direct Investing
Investment in Pelican Hill Funds can be made directly with us or through our Fund Administrator. We make direct investing with us simple.
Just follow these three steps:
Step 1: Read Fund Information
Please read the applicable Fund Information including the Offering Memorandum (Fund Prospectus) before investing. Please register with us first using the link at the top right side of this website to read the Fund Information.
Step 2: Complete Your Subscription Form
Please complete and print the Subscription Form for the type of account you would like to open.
Step 3: Send us your Subscription Form and make your Initial Investment
Please email, fax or mail your completed, signed subscription form to us. Follow directions on last page of Subscription Forms to mail or wire your initial investment.
Regular Mailing Address:
New York, New York
30 Wall Street
8th Floor
New York, New York. 10005
Phone: 212 210 2980
For Overnight Deliveries:
Sarasota, Florida
1990 Main Street
7th Floor
Sarasota, Florida. 34236
Phone: 941 208 2000
Request Investment Kit
Would you like an investment kit sent to you directly? Please complete this form and we will send one to you. You can also request one by calling 1 (941) 208-2000.
NOTE: Occasionally we will send via email special commentary and announcements regarding IndexBoss and our funds. We do not send announcements unrelated to IndexBoss and you may unsubscribe at any time.