INVEST
STANDARD
ACCOUNT
(Non-Retirement Account)
To save tax $$$, click here to see if you're eligible for IRA
Fill out Standard Account Application
IRAS, 401(k), 403(b)
or 457
(Retirement Account)
Fill out the IRA Application
AND
the IRA Transfer Request
(if transferring existing account)
Need help?
Simply call 1-800-564-3899
to speak with someone who will help with applications.
Have additional questions about ONE ROCK Fund? Contact us at
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ONE ROCK Fund may have higher volatility than the typical stock mutual fund.
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ONE ROCK Fund may invest a larger portion of its assets in a limited number of companies than the typical stock mutual fund.
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ONE ROCK Fund may own a significant amount or possibly all of its assets in technology companies.
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ONE ROCK Fund may have a high level of portfolio turnover, which may result in a greater amount of short-term taxable gains for non-retirement accounts.
Wrona Investment Management, LLC is the Advisor to One Rock Fund. An investor should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the prospectus of the fund. The prospectus can be found here.
ONE ROCK Fund
c/o Mutual Shareholder Services, LLC
8000 Town Centre Drive, Suite 400
Broadview Heights, OH 44147
TEL: 1-800-564-3899
FAX: 440-526-4446
HOURS:
Monday - Friday
8:30 AM - 5:00 PM EST
FUND MANAGER:
Jeff Wrona
Wrona Investment Management, LLC
P.O. Box 4773
Pinehurst, NC 28374