Invest With Us

Many financial advisors and planners recommend our funds to their clients; we are also available on many self-directed brokerage platforms and some 401k and company retirement plans.

To invest directly with us, use the links below to print off an application for opening an account. You will receive quarterly statements, annual reports and semi-annual reports to keep you informed on your investment. The web site is updated regularly with performance, commentary and additional fund data, so visit it often!

Account Information & Forms

Retirement investments

• IRA Application
• Beneficiary Designation Form
• Transfer Form
• For more information please refer to our Traditional IRA/Roth IRA Disclosure

Coverdell Education Savings Accounts

• Coverdell Education Savings Account Application

Regular investments

• Application
• Power of Attorney

How to find a financial advisor:

There are many brokers and financial advisors out there, how do you choose one to work with? Ask your friends for referrals, and check out the organizations that uphold industry standards, such as the National Association of Financial Advisors, the Financial Planning Association or Garrett Planning Network. Buffalo does not endorse these organizations, but offers them as a starting place in your financial planning process. You can check the status and background of brokers and advisors at the SEC's website as well.