PFS funds

The Mutual Fund Experts

Transfer Agency

* Shareholder processing

* Shareholder record keeping

* Retirement account reporting

* Systematic, automatic investment processing

* Shareholder statements and confirmation

* Tax reporting

* Blue Sky reporting

* Proxy solicitation

* Fund/Serve and Networking transaction processing

* Shareholder correspondence

* Account inquiry/Internet inquiry

* Telephone transaction processing

Fund accounting is provided by outside firms.
Diversified &
Opportunities to
Grow Your Asset Management Business
customized solutions to meet your investment strategy needs
Premier maximizes our customers growth while keeping costs to a minimum.