How to Invest in Zevenbergen Funds

Thank you for your interest in Zevenbergen Capital Investments LLC and Zevenbergen Funds. There are several ways to invest:

Opening an Account

Opening a brokerage or U.S. Bancorp Funds Services, LLC account will require personal information such as name, address and birthdate. Once the account is funded, you can purchase the Zevenbergen Funds:

ZEVENBERGEN GROWTH FUND
Ticker ZVNBX ZVNIX
Share Class Investor Institutional
Minimum Investment $2,500 $250,000
 
ZEVENBERGEN GENEA FUND
Ticker ZVGNX ZVGIX
Share Class Investor Institutional
Minimum Investment $2,500 $250,000

Brokerages

Setting up an account (if you don’t already have one) to buy Zevenbergen Funds at any of the following brokers is easy. It can be done either online or at one of their local branches.

If you need any assistance setting up or funding an account or placing a trade to buy Zevenbergen Funds, please call the broker for assistance.

Charles Schwab & Co., Inc.
Website: https://www.schwab.com Phone: (866) 855-9102
Transaction fees: Investor Share Class: None Institutional Share Class: $76.00/buy, $0/sell
E*TRADE
Website: https://us.etrade.com Phone: (800) 387-2331
Transaction fees: Investor Share Class: None Institutional Share Class: $19.99/buy and sell
Scottrade
Website: https://www.scottrade.com Phone: (800) 619-7283
Transaction fees: Investor Share Class: None Institutional Share Class: $17.00/buy and sell

Direct Purchase

Zevenbergen Funds are available at U.S. Bancorp Fund Services, LLC. One benefit of direct investment is there are no transaction fees for all share classes. Accounts are setup by mailing a printed application to U.S. Bancorp Fund Services, LLC. While no online access is currently available, your account can be accessed via telephone along with mailed quarterly statements.

U.S. Bancorp Fund Services, LLc
Website: http://www.zci.com/documents Phone: (844) ZVNBRGN

Financial Advisors

Zevenbergen Funds are available for purchase through your financial advisor if they custody assets with Charles Schwab & Co., Inc., E*TRADE, Scottrade or Pershing.

If your financial advisor works with another brokerage, please reach out to them and request that they add Zevenbergen Funds.

Additional Questions? Please contact Lisa Foley at Zevenbergen Capital Investments LLC.