HOW TO INVEST

CHOICES – WHICH IS BEST FOR YOU?

It’s easy to invest in the Buffalo Funds

If you have existing investment accounts, you can ask your financial advisor to add Buffalo Funds to your portfolio, or invest on your own through an existing online brokerage. You can also invest directly with us online or by mail. Each of these options are detailed below.

Buffalo Funds may be good choices for taxable, retirement (IRA), education savings (CESA), or custodial (UGMA/UTMA) accounts depending on your investment objectives. We offer two share classes: Investor Class, typically selected by individuals, or Institutional Class, which may be used by financial advisors, companies, not-for-profits, and other organizations.

Questions?
Individual investors, please call Shareholder Services: 800-492-8332 or use the chat button found on this page.
Advisors and Institutions, please contact our Marketing and Distribution team.

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Questions? We’d be happy to answer them all.
Just call us at (800) 492-8332 or (800) 49-BUFFALO

DIRECT INVESTING

Please select the appropriate application below, complete it, and send it with your deposit to:

Regular Mail:
Buffalo Funds
c/o U.S. Bank Global Fund Services
PO Box 219252
Kansas City, MO 64121-9252

Overnight Delivery:
Buffalo Funds
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave, Suite 219252.
Kansas City, MO 64105-1307

Individual taxable accounts minimum investments
Initial investment $2,500 Subsequent investments $100
Individual IRA, CESA, UGMA/UTMA minimum investments
Initial investment $250 Subsequent investments $100
Institutional accounts minimum investments
Initial investment $250,000 Subsequent investments $100

Application Forms

Investor Institutional
New Account (Individual)
New Account (Entity)
New IRA
IRA/CESA Transfer
New Coverdell ESA (CESA)

ONLINE BROKERAGES

If you already invest through an online brokerage, enter the Buffalo Fund ticker you’d like to invest in. We have agreements with most brokerages, including:

WORK WITH YOUR FINANCIAL ADVISOR

Most financial advisors can add Buffalo Funds to your portfolio. Let them know the Funds you’re interested in or ask them to reach out to us on our Advisor page.

The Buffalo Funds are available on hundreds of distribution and brokerage platforms. If you like to check if a particular firm has an existing agreement with us, please contact us.

BUFFALO FUNDS IS PROUD to be the OFFICIAL INVESTMENT SERVICES PARTNER OF SPORTING KANSAS CITY