Rule #1: Never Lose Money; Rule #2: Never forget Rule #1. — Warren Buffett

How to Invest With Us

In general, there are two primary ways that you can invest in The Cook & Bynum Fund:

  • You can open an account with us and purchase our Fund directly without sales charges, loads, or commissions through our website, via mail, or over the phone.
  • If you have an existing account with a financial advisor or broker, you may be able to purchase our Fund through them.  The Fund is currently available through the following brokerage platforms: Fidelity, Morgan Keegan, Charles Schwab, or Sterne Agee.

Regardless of how you invest, we will send you a prospectus containing detailed information about the Fund, including all fees and charges.  This prospectus can also be viewed and downloaded via this website.  If you would like a prospectus mailed to you, please call 877-839-COBY to request one.  Read the prospectus carefully before you invest.

Various applications can be downloaded on the menu to the right of this ‘How to Invest With Us’ section.

Applications & Forms


Please click the links below to download an application or form. Please call 205-994-6652 or email Ashley Morris at ashley@cookandbynum.com if you would like to discuss what is the right application or form for your specific need.