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There are two ways to invest in the Fund—CSCAX

Direct Investment

Download and read the prospectus. Determine your account type using the descriptions below, then click on the corresponding links to download investor kits, including applications.

REGULAR (non-retirement)

IRA* (retirement)
*Funds may be transferred into an IRA using the attached IRA Transfer Form

COVERDELL (education savings)

Please mail the completed documents to:

Standard Mail

Cove Street Capital Small Cap Value Fund
c/o U.S. Bancorp Fund Services, LLC
PO Box 701
Milwaukee, WI 53201-0701

Overnight Mail

Cove Street Capital Small Cap Value Fund
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan Street, FL3
Milwaukee, WI 53202-5207

Brokerage Account

The Fund is available through various Financial Advisors, including the following:

Charles Schwab & Co
Matrix Financial Solutions
Fidelity
Oppenheimer & Co, Inc
Pershing, LLC
TD Ameritrade

Questions? Please CONTACT us.

The inclusion of these links is not an endorsement from any of these firms and does not represent a recommendation or solicitation to purchase or sell any securities. By clicking on the links above, you are leaving the Cove Street Funds Web site and entering a third-party Web site. CSC is not responsible for the content on a third-party Web site.

Please contact your broker dealer or fee-based advisor for more information.