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Can I transfer my existing investments to Ave Maria Mutual Funds?

Asked 2 years ago
Yes, it is possible to transfer existing investments to Ave Maria Mutual Funds, though the specific process may vary depending on the types of investments you currently hold and the policies of both your current investment firm and Ave Maria Mutual Funds. Typically, transferring investments involves a direct transfer or a rollover of assets, which may require filling out specific forms and providing necessary documentation. It is advisable to review your current investment options and any potential tax implications that might arise from the transfer. Additionally, Ave Maria Mutual Funds generally provides resources and guidelines that can assist investors in this process. For detailed information about transferring investments and to understand any potential fees or considerations associated with the process, visiting the official Ave Maria Funds website would be beneficial. There, you can find contact information if you have more specific inquiries or require direct assistance. Always ensure to ask about any unique circumstances that might apply to your situation when considering a transfer of investments.
Answered Aug 14th 2025

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