Permanent Portfolio
Short-Term Treasury Portfolio
Versatile Bond Portfolio
Aggressive Growth Portfolio


Invest With Us

Thank you for having Permanent Portfolio Family of Funds be a part of your financial strategy. Opening an account with us is easy. Please read the Fund’s Prospectus before investing. If you are opening an IRA or CESA account, you must also read the IRA & CESA Custodial Account Agreement. Once your application and initial investment are received, we will mail you a confirmation statement.

General Use PDF
Shareholder Account Application
Open a new non-retirement account.
Entity Account Application
Open a new non-retirement entity account (i.e. corporations, limited liability companies, general partnerships, foreign entities, limited partnerships, business/statutory trusts and other similar types of entities).
Account Services Authorization Form
Make changes or add services to your existing non-retirment account.
Change of Registration Form
Change the registration of an existing non-retirement account. A Shareholder Account Application must accompany this form unless noted.
Transfer on Death (TOD) Form
Register a new non-retirement account or re-register an existing non-retirement account as a TOD.

The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The Prospectus contains this and other important information about the investment companies. A hard copy may be obtained by calling (800) 531-5142. Read the Prospectus carefully before investing.

Mutual fund investing involves risk; loss of principal is possible.

Pacific Heights Asset Management, LLC (“Pacific Heights”) is the investment adviser to Permanent Portfolio Family of Funds (“Fund”). The Fund is distributed by Quasar Distributors, LLC (“Quasar”), a member of FINRA.  Quasar is not affiliated with Pacific Heights.

Not FDIC Insured.  No Bank Guarantee.  May Lose Value.

Permanent Portfolio®, The Permanent Portfolio Family of Funds®, A Fund for All Seasons® and The Permanent Portfolio Family of Funds logo are registered trademarks of Pacific Heights.  Copyright © 2024 Permanent Portfolio Family of Funds. All rights reserved.