Account Access

To access your Kelmoore Strategy® account information, please begin by selecting an account type:

• Kelmoore Strategy® Fund Accounts
  
  Please Note: You are about to be directed to the website of our Mutual Fund Transfer Agent, PFPC Inc, a secure website. The Kelmoore Funds have contracted with PFPC to perform all shareholder recordkeeping requirements.
  
  Any inquiries, maintenance activities, transactions, etc that you conduct for your account upon leaving this screen will be performed as per PFPC policies and procedures. Kelmoore values your privacy. Our privacy policy is on file, on our website, and available upon request. For questions regarding accessing your Kelmoore mutual fund account, please contact shareholder services at 1-877-328-9456.

• Kelmoore Strategy® Separately Managed Accounts
  
  PLEASE NOTE: You are about to be directed to the website of your Clearing Firm, Pershing, LLC who clears all securities trades in your Kelmoore account and provides statements, confirms, and shareholder recordkeeping functions for your account. No trading may be done through this website, but you may view information about your account.
  
  Any information maintenance functions on Pershing's site will be subject to Pershing's security policies and procedures.
  
  Kelmoore values the privacy of your information. Our Privacy Policy is on file, on our website, and available upon request.
  
  For questions regarding accessing your Kelmoore Account, please contact our Operations Department at 877-285-1026 or via email at mpearson@kelmoore.com.