Wealth Management Program Fact Sheets
**Clients may choose 1 of our 2 “core” portfolios and add mutual funds to achieve additional diversification.
Please note that the minimum investment for a Portfolio Wrap Account with Euro Pacific is $50,000 and the minimum investment for a separately managed account with Euro Pacific Capital is $250,000.
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Investors should carefully consider the information about Euro Pacific Funds, including investment objectives, risks, and charges and expenses, which can be found in the Euro Pacific Funds’ prospectus or summary prospectus. Copies of the prospectus or summary prospectus are available from your registered representative, at the Fund’s website, www.europacificfunds.com, or by calling 1 888 558 5851. You should read the prospectus or summary prospectus carefully before investing or sending funds. Euro Pacific Asset Management (EPAM), an affiliated RIA owned independently by Peter Schiff, is the sub-advisor to the Wrap Fee program. EPAM has incentive to utilize Euro Pacific Funds over other mutual funds because EPAM receives internal advisory fees from each Fund based on the level of assets in the Fund and Euro Pacific may receive commissions or other compensation for selling shares of the Fund. EPAM manages this conflict of interest by reducing or rebating the management fees they receive by the amount of the advisory fees EPAM receives from the Funds in which the client’s account is invested. In addition, clients will not be charged sales commissions on shares in the Funds purchased for the client.
The Euro Pacific Mutual Funds are distributed by IMST Distributors, LLC., 3 Canal Plaza, Suite 100, Portland, ME 04101.