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How to Invest with Gratio Capital

The first step toward opening an account with Gratio is always to contact us either by email or by phone. By contacting us you can also request additional information, such as our investment letters and our investment advisor brochure (ADV Part II).

Setting up an account with Gratio involves these three steps:

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Call or email to set up an appointment. The initial meeting will be to discuss your investment objectives and for the PM to obtain information about your investable assets. Gratio will send you a questionnaire in preparation for this meeting. After this initial meeting, a client service representative will be assigned as your primary contact to help you open a Gratio account.

Gratio will send you an investment objective and policy statement for review based on your conversations with our PM. If you agree to it, you can sign it and return it to us.

The client service representative will send you an account opening worksheet to fill out. Based on this worksheet they will complete all account forms for you and will send them for your review and signature. They will also advise and help you on the account funding process.

© 2007 Gratio Funds and Gratio Capital, 28 West 44th Street, Suite 1200, New York NY 10036. See important legal disclosure information and conditions of use. Advisory services and securities:This Internet communication is limited to the dissemination of general information about the services provided Gratio Capital. This Internet communication does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction. Responses to any inquiry which may involve rendering of personalized investment management for compensation effecting or attempting to effect transactions in securities will not be made absent compliance with state broker-dealer, investment advisor, broker-dealer agent or investment advisor representative registration requirements, or applicable exemptions or exclusions from such requirements.