Open a Professionally Managed US Value Direct Account
1.Select Account Type:
For other account types, please call (866) 326-9008 and speak to a Relationship Manager
If you have any questions, contact customer service:
Call Toll Free: (866) 326-9008
Monday – Friday: 9:00am to 5:00pm ET
3.Once completed and signed, please scan & email, fax or mail
the forms and agreements to Formula Investing as follows:
Please note that Form ADV Part 2 / Disclosure Document and Privacy Notice has been provided for your records and does not need to be returned
*Please consult with your tax advisor regarding your specific situation as Formula Investing does not provide tax advice.
Formula Investing is operated by Gotham Asset Management, LLC.