As an alternative to completing your investment online you can download and print all the required documents. If you like us to overnight the packet to you please submit your request using the form on this page or call us at 262.278.4053.
Frederick & Company, Inc. has teamed with Provident Trust Group to expand an investor’s options in acquiring alternative assets providing both escrow services and self-directed custodial accounts. For more information on Provident Trust Group, www.trustprovident.com. Our clients can elect to fund their investments using either a standard Provident non-custodial cash account or self-directed custodial vehicles, i.e., both traditional and Roth IRAs. From start to finish anticipate 5-7 days to complete your investment. Non-custodial cash accounts may close as soon as 3-4 days. The process to complete your investment transaction is as follows:
You can fax, email, fedex, or mail the completed packets to:
Frederick & Company, Inc.
West Wind – N27W23953 Paul Road
Pewaukee, Wisonsin 53072
Please download, print, and complete, Suitability Questionnaire, Client Registration, Investor Verification, Subscription Agreement