top of page

Important Announcement: Fraudulent scams impersonating FullerThaler and its employees Fuller & Thaler Asset Management (FullerThaler) and its employees do not use WhatsApp, Facebook, X, or other social media to contact individual investors. Any details, offers, or requests made in a social media communication to you should be considered suspicious and potentially harmful and should be reported to the appropriate authorities.

Account Login

Prospectus and Fund Documents >

Factsheets

FullerThaler Behavioral Small-Cap Equity Fund

FullerThaler Behavioral Small-Cap Growth Fund

FullerThaler Behavioral Mid-Cap Value Fund

FullerThaler Behavioral Unconstrained Equity Fund

FullerThaler Behavioral Micro-Cap Equity Fund

FullerThaler Behavioral Small-Mid Core Equity Fund

Shareholder Services

888 912 4562

M-F 8:30am-6:00pm EST

Questions?

FullerThaler Behavioral Mid-Cap Equity Fund

Brokerage

Application

Systematic Purchase/Withdrawal Request

Account Transfer

Funds Gift Transfer

Inheritance Transfer (TOD)

Cost Basis Election

NAV Purchase

Individual Retirement Account (IRA)

Traditional/SEP/Roth IRA Application

Simple IRA Application

Systematic Purchase/Withdrawal Request Form

Direct IRA Rollover

IRA Change of Beneficiary

IRA Transfer Form

IRA Distribution Form

Coverdell Education Savings Account (ESA)

Coverdell ESA Application

Coverdell ESA Change of Designation

Coverdell ESA Transfer Form

Coverdell ESA Distribution Form

Trust

Trust Certification Form

Additional Forms (Required)

Patriot Act Supplement for Applications

Mandatory Financial Disclosure

bottom of page