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How to Invest

How to do I get started?

You can invest with Davis Funds in a number of ways:

  • Speak with your Financial Advisor
  • Open an account by mail by downloading the applications below

Applications

Document
Application for Individuals (Joint, Trust, Custodial)
Application for Businesses
Application for Individual Retirement Account (IRA)

Please download one of the following disclosure and custodial agreements:
Traditional IRA Disclosure Statement and Custodial Agreement
Roth IRA Disclosure and Custodial Agreement
Simple IRA Disclosure and Custodial Agreement

Application for Coverdell Education Savings Account

Please download the Coverdell Education Savings Account Disclosure and Custodial Agreement