Contact Us

Account Maintenance & Service Questions

If you have questions about your account — such as making a contribution or distribution, taxable events with the Fund, questions about your statement, or help logging into your account — please call our shareholder service team at 855-344-3863 (855-DGI-FUND).

New Accounts, Transfers, & Investment Questions

To open a new account, transfer an account from another firm, or with questions about the investment portfolio, please contact Evan Almeroth, CFA at 612.317.4114 or by email at

You can also open a new account here on the website, and all investment and service-related forms are available under "account resources".

1.855.344.3863 (1.855.DGI.FUND)

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Regular Mail:

The Disciplined Growth Investors Fund
PO Box 275
Denver, CO  80201

Overnight Mail:

The Disciplined Growth Investors Fund
Attn: Transfer Agency
1290 Broadway Suite 1100
Denver, CO  80203

1.855.DGI.FUND (344.3863)

ALPS Distributors, Inc. is the distributor for The Disciplined Growth Investors Fund. An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a prospectus which contain this and other information, or call 1.855.DGI.FUND. Read the prospectus carefully before investing. An investment in the Fund involves risk, including possible loss of principal.

Investments in small and mid-size companies will generally lead to greater volatility. Investments in fixed-income securities are subject to increased loss of principal during periods of rising interest rates.

Not FDIC Insured - No Bank Guarantee - May Lose Value

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