purchase & prospectus
   

Investing in The Henssler Equity Fund
We offer three simple ways to add The Henssler Equity Fund to your portfolio:
 
The Fund can be purchased through Charles Schwab & Co., Inc., or Fidelity Investments.
Call 1.800.936.FUND
Download and print forms from this website and mail in with your contributions.

Please review The Fund reports at the bottom of this page for important information about The Fund including the prospectus.

 
Downloadable Fund Application Forms
These fund applications are designed to work with Adobe Acrobat. If you do not have Acrobat, download the free Acrobat Reader now. After the Acrobat Reader is installed, you can view and print out "Acrobat Users Guide" for instructions on using and printing these forms.
 
 
Review the form section below to see which is right for your situation. Click on the link to download that particular form. These forms can either be printed out and completed manually or filled in online and printed.
 

Mutual Fund Application (116 K)
 

This application will open any type of account except an IRA.
IRA Application (86 K)
 

This form will open a standard IRA account.
IRA Custodial Agreement and Disclosure (91 K)
 

This form contains the provisions of the IRA account
Roth IRA Custodial Agreement and Disclosure (77 K)
 

This form contains the provisions of the Roth IRA account
Education Savings Account Application (64 K)
 

This form will open an education IRA account.
IRA Transfer Application (105 K)
 

This form is used to transfer an existing IRA account.
IRA Distribution Form (111 K)
 

This form is used to withdraw from your IRA Account.
Direct Rollover Application (123 K)
 

This form can be used to rollover existing assets from a retirement plan.
 
After the form is downloaded, print, complete and mail it to:
 
The Henssler Funds, Inc.
P.O. Box 8796
Denver, CO 80201
 
 
 
   
Online Documents:
The Fund investment and prospectus information is available to view online, via Adobe Acrobat. Simply click on a link below.
 
2009 Henssler Fund Prospectus (173 K)
2009 Form N-1A: Prospectus and Statement of Additional Information (SAI)
2010 Annual Report (728 K)
2009 Semi-Annual Report (1.77 MB)
Fund Fact Sheet (61 K)
The Henssler Funds, Inc. Privacy Policy (25 K)
 
Information Request Form

To obtain a prospectus of The Fund, either click the link above to view the document online, or complete the form below and a investment package will be mailed to you, including a prospectus and fund application.

Full Name:
Mailing Address:
City:
State:
Zip Code:
Telephone:
Fax:
E-mail:
How did you hear about The Henssler Equity Fund?:
Please Specify:
 
Type of Account
Information Desired:
Regular
Traditional IRA
SEP-IRA
Rollover IRA
 		Roth IRA
Roth Rollover
Custodial
Other
Comments:

The Fund offers an automatic investment plan, telephone/wire redemptions, and automatic reinvestment of dividends/capital gains for your convenience. You may also buy the Fund through Charles Schwab & Co., Inc., Fidelity Investments, or by calling 1-800-936-FUND. Note that The Fund is now available in all 50 states.

Information found on this site is directed to U.S. investors. This does not constitute an offer to sell shares of The Henssler Equity Fund (The Fund). Offers to sell shares of The Fund may only be made by The Fund's prospectus. To obtain a prospectus, which is a complete discussion of investment objectives, risks, charges and expenses, contact The Henssler Funds, Inc., P.O. Box 8796, Denver, CO 80201, call 1-800-936-FUND or click here. The prospectus contains this and other information about The Fund and should be read carefully before investing or sending money. Shares of The Fund are distributed by ALPS Distributors, Inc. Performance since inception is from 6/10/98. The Fund is available for sale to residents in all 50 states.

Please read the prospectus carefully before you invest or send money. For more information, please

 
 
   

 
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For a complete overview of The Henssler Equity Fund, including the prospectus, Click Here
Investment advisory services are provided by investment adviser representatives of G.W. Henssler & Associates, Ltd., Henssler Asset Management, LLC, both federally registered investment advisers.
There are risks associated with investing including possible loss of principal. ALPS Distributors, Inc. is not affiliated with Henssler Financial Group or its affiliated entities.
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