How to Invest

There are three easy steps to invest in any of our Spoke Funds. If you are not sure which fund you would like to invest in we can help determine the fund that best matches your objectives.

Step 1: Fill out our Secure Sign-Up form

Step 2: We will send you some documents to sign electronically.

Step 3: We will open an account at FolioFN for you and mail you an account agreement to sign and mail back to us

Step 4: We will send you instructions to securely fund your account.

If you have any questions you can contact us by e-mail at or by phone at 717-371-9414.

  • Invest in Your Future

    Plan for your future. Our personal attention, sound advice, and disciplined strategy can help protect and grow your family's assets. Ready to stop worrying? Contact us today.

    E-mail us at or call us at 717-293-1170.

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