How to Invest

You Can Invest Affordably

Just $2,500 is all it takes to invest in the Edgar Lomax Value Fund, and you can add to your investment at any time in any amount of $100 or more. The Fund can also be used for IRA investing, and direct transfers and rollovers are accepted. The minimum initial investment for an IRA or automatic investment plan is $1,000.

The Edgar Lomax Value Fund is managed by the investment professionals at The Edgar Lomax Company. The Edgar Lomax Company has been meeting the investment needs of individuals, businesses and pension plans since 1986 and today manages approximately $1.5 billion in assets as of March 31, 2017. Your investment will receive the same proven discipline and extensive experience that were once available only to institutional investors.

To obtain a complete investment kit (or to contact us), please fill in the form below.

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Note: A prospectus will be included with all investment kits.