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

About Us

Our Team Shareholder Services

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Shareholder Services

Back to Our Team

Kathryn Kramer Klein
Assistant Director of Shareholder Services

Ms. Klein joined Pacific Heights Asset Management, LLC in 2006 and has served as the Assistant Director of Shareholder Services since 2007.

Prior to joining Pacific Heights, Ms. Klein served in various capacities at TD Ameritrade, Inc. (formerly TD Waterhouse and Waterhouse Securities) from 1992 through 2001, including most recently as Vice President and Branch Manager. Ms. Klein also served as an Account Officer in various marketing, operational and administrative capacities.

Ms. Klein received her undergraduate degree from Louisiana State University.

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.