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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 info@onerockfund.com

Adding to an existing ONE ROCk Fund account?

Fill out   Deposit Form >

  • ONE ROCK Fund may have higher volatility than the typical stock mutual fund.

  • ONE ROCK Fund may invest a larger portion of its assets in a limited number of companies than the typical stock mutual fund.

  • ONE ROCK Fund may own a significant amount or possibly all of its assets in technology companies.

  • 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.

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

info@onerockfund.com

FUND MANAGER:
 

Jeff Wrona

Wrona Investment Management, LLC

400 Linden Rd

Pinehurst, NC  28374

info@onerockfund.com

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