How to Invest
To invest in the ALPS/WMC Value Intersection Fund, please follow these simple steps. If you have additional questions on how to establish an account please contact ALPS's Shareholder Services Group, at 1(866) 759-5679, for assistance.
Step 1: Obtain and read the Funds' Prospectus. |
Step 2: Complete the Funds' shareholder Application. |
Step 3: Send your check and application. |
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Potential investors should read the Funds' prospectus carefully before investing or sending any money. The prospectus describes and provides detail on the Fund's investment objective and operating expenses. click here for the Funds' prospectus. You may also request a prospectus to be mailed to you by calling our Shareholder Services Group. |
You may obtain an application by calling the Shareholder Services Group. Please complete and sign the application. The ALPS/WMC Value Intersection Fund also has many types of retirement accounts available. To obtain a retirement accounts application please contact the Shareholders Services Group. |
After reading the prospectus and completing the application you may send the application and check to the address below: ALPS/WMC Value Your initial investment check should be made payable to ALPS/WMC Value Intersection Fund. Please note that the Fund does not accept money orders, cashiers checks or cash. |