Semper Funds

How to Invest

How To Invest (Semper MBS Total Return Fund and Semper Short Duration Fund)

For Direct Purchase:

Download an application below or call 855-736-7799

Open an account online

Open Account


Broker Dealer Platforms

Semper Funds are also available on many Broker Dealer Platforms including:

Barclays Capital, Inc.

Matrix Trust Company

BNY Mellon

Mid Atlantic Capital Corp. (Sunguard)

Cambridge Investment Research

Morgan Stanley

CAVU Securities

MSCS Financial Services, LLC

Charles Schwab & Co.

National Association

Coastal Equities

Newbridge Securities Corp.

COR Clearing

Oppenheimer & Co. Inc.

DA Davidson

Pershing LLC

Fidelity/National Financial Services

PNC Bank

First Republic Securities

RW Baird

Folio FN Investments


Hancock Securities Group

SEI Private Trust

Interactive Brokers, LLC

State Street

Janney Montgomery Scott, LLC

Stifel, Nicolaus & Company, Incorporated

Jefferies LLC

Sunbelt Securities

JP Morgan Chase

TD Ameritrade

Kalos Capital, LLC

UBS Financial Services

Lincoln Financial Advisors


LPL Financial Corp.

Wedbush Securities Inc.