Everybody has a plan until they get hit. — Mike Tyson

Automatic Investment Plan

Subsequent to your initial investment, you may make additional purchases of The Cook & Bynum Fund in your existing account at regular intervals through an Automatic Investment Plan (“AIP”).  The AIP provides a convenient method to have money deducted directly from your checking or savings account for investment in shares of the Fund.  Each purchase under the AIP must be a minimum of $100 per month.

To begin participating in an AIP, please do one of the following:

  • Complete the Automatic Investment Plan section of your account application, or
  • Enroll via online account access, or
  • Contact a Fund representative at 877-839-COBY

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.