Individual Investors
If you wish to invest directly in one of our funds, please proceed to the Forms and Documents page for an Olstein Funds Prospectus and Account Application. Please refer to the Prospectus section titled, How to Purchase Fund Shares for instructions on purchasing fund shares by mail, wire, or telephone and for making subsequent investments in an existing account.
The Olstein Funds are available through most major brokerage and advisory firms. We believe that over time, investors will benefit from continued professional investment guidance. A financial professional can help investors determine their investment objectives and time horizon, risk tolerance, and appropriate share class. While Olstein Capital Management does not provide individualized investment advice, we may be able to assist you with general fund information and administrative account support.
The Prospectus also describes additional account features that may be of interest to you including an Automatic Investment Plan and the availability of Fund shares for use in all types of tax-advantaged retirement plans such as: IRAs, Educational IRAs (Coverdell Education Savings Accounts), employer-sponsored defined contribution plans (including 401(k) plans), and 403(b)(7) retirement plans.
Olstein Funds Shareholder Service – 1.800.799.2113
If you have any questions feel free to call us at 800.799.2113, between the hours of 9:00 am - 8:00 pm Eastern Time, Monday through Friday.
24-Hours Automated Service Line – 1.800.799.2113
You can request fund literature, access daily fund prices, obtain account balances, review recent transactions, or request account information 24 hours a day, 7 days a week using Olstein's automated shareholder phone service. Please follow the recorded instructions.