Invest With Us
We work hard to make investing with Tartan Funds a quick, streamlined and efficient process.
After you are signed up, our on-line investor center allows you to efficiently manage and monitor your investments around the clock and on any device.
Please fill out the Client Profile Form (click the link at the bottom).
After our staff has processed your application, we will provide a User Name and Password ... usually the same day.
After we have processed your Client Profile Form, we will provide a username and password for your account. We can usually provide the login information on the same day. Your username and password will get into the protected area.
In the protected area, you can review the following documents:
- Private Placement Memorandum
- Subscription Agreement
- The Allocation Instructions (for allocations between our Funds)
- Wire Instructions to fund your accounts
As always, feel free to contact us at 702.202.3059 or Support@TartanFunds.com with any questions or concerns.