Invest with Us

To invest in the the Papp Small & Mid-Cap Growth Fund, complete the following steps:
  1. Read the Papp Small & Mid-Cap Growth Fund Prospectus.
  2. If you are opening an IRA account, you must also read the IRA & Coverdell Education Savings Account, Disclosure Statement & Custodial Account Agreement.
  3. Complete and submit the appropriate application for the type of account you would like to open.
  4. Mail your completed application and a check for your initial investment to:

    Standard Mail
    Papp Small & Mid-Cap Growth Fund
    P.O. Box 46707
    Cincinnati, Ohio 45246-0707

    Papp Small & Mid-Cap Growth Fund
    225 Pictoria Drive, Suite 450
    Cincinnati, Ohio 45246

Note: The Fund is available through Schwab Mutual Fund One Source Platform® and may also be available through your existing brokerage account. Please check with your financial advisor.

U.S. Bank, N.A. serves as custodian to the Fund pursuant to a Custody agreement.  The custodian’s responsibilities include safeguarding and controlling the Fund’s cash and securities, handling the receipt and delivery of securities, and collecting interest and dividends on the Fund’s investments.


For information on Investment Management Advisory Services

Please contact one of our partners or staff, e-mail or call 602.956.0980.

Or mail

L. Roy Papp & Associates, LLP
2201 E. Camelback Road, Suite 227B
Phoenix, AZ 85016

About Us
Investment Team
The Adviser
Papp Small & Mid-Cap Fund
Invest with Us
How to Invest

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L. Roy Papp & Associates, LLP | 2201 E. Camelback Road, Suite 227B, Phoenix, AZ 85016 | P 602.956.0980 | F 602.956.1985
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Mutual fund investing involves risk, including the potential loss of principal.

Small and mid‐sized companies may offer the potential for higher returns, but are also subject to greater short‐term price fluctuations than larger, more established companies. The Fund invests in a limited number of securities and, as a result, the Fund's performance may be more volatile than the performance of other funds, holding more securities. At times, the Fund's investments may represent industries or industry sectors that are interrelated or have common risks, making it more susceptible to any economic, political, or regulatory developments or other risks affecting those industries and sectors.

An investor should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available by calling Shareholder Services at 877.370.7277 or from the Literature section of this website. The prospectus should be read carefully before investing.

Distributed by Ultimus Fund Distributors, LLC

The banner image is from a painting by Ed Mell that hangs in the firm's office.