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SIMPLE IRA CUSTODIAL ACCOUNT ADOPTION AGREEMENT ___ Please complete this application to establish a new SIMPLE IRA. This application must be preceded or accompanied by a current Disclosure Statement
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Centerstone funds are investment funds managed by Centerstone Investors.
All investment managers who oversee Centerstone funds are required to file.
Centerstone funds can be filled out electronically through the Centerstone website.
The purpose of Centerstone funds is to provide investors with opportunities for long-term capital growth.
Information such as assets under management, performance metrics, and investor demographics must be reported on Centerstone funds.
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