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

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Shareholder Services

Back to Our Team

Jan Moeller
Director of Shareholder Services

Ms. Moeller has served as the Director of Shareholder Services of Pacific Heights Asset Management, LLC since its founding in 2002.

Prior to joining Pacific Heights, Ms. Moeller served as the Director of Shareholder Services at Permanent Portfolio Information, Inc., a limited partner of the predecessor investment advisory firm to Permanent Portfolio Family of Funds from 1986 through 2002 and as a marketing and sales assistant for Harry Browne Special Reports, Inc., the publishing company of the late Harry Browne's financial newsletter of the same name.

Portfolio Management
Telephone:  (415) 398-8000

Operations
Telephone:  (415) 398-8000

Institutional Sales & Marketing
Telephone:   (415) 398-8000

Shareholder Services
Telephone:  (800) 531-5142
E-mail:  info@permportfunds.com

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.