Steps to Investing

Thank you for considering if a Cornerstone Fund investment is right for you. Investing with the Fund is a simple process. All writeable documents are unable to be saved. Please fill out and print the appropriate forms to become an investor:

  1. Carefully read our current Offering Circular and eligibility requirements.
  2. Review our Investment Rates and Terms. Determine which investment will meet your investment objective.
  3. Complete the Application.
    If you reside in Ohio, Pennsylvania please select the appropriate Investment Application identified by State.
    OHIO - Investment Application
    PENNSYLVANIA - Investment Application
  4. Print and sign the Application.
    *Institutional Investors are also required to complete an Authorized Signature Record and a Corporate Resolution.
  5. Make your check or money order payable to the “Converge Cornerstone Fund.”
  6. Mail the completed application, along with a check or money order to:
    CONVERGE CORNERSTONE FUND
    2002 S ARLINGTON HEIGHTS RD
    ARLINGTON HEIGHTS IL 60005

If you would like to receive an application packet through the mail, please call us at 877.228.8810 or email at csfund@convergeww.org.