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| Annoucements |
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Thank You Kelmoore Shareholders
After almost 16 years, Kelmoore Investment Company, Inc. will no longer be serving as a Registered Investment Adviser or Broker/Dealer. We
thank you for all your past support of Kelmoore as one of the few specialists in covered option writing account services.
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Important Updates on the Kelmoore Strategy Funds! Proxy sent to all Kelmoore Strategy Fund Shareholders
Effective 7/23/08, Dunham & Associates Investment Counsel, Inc., (www.dunham.com)
was named Underwriter/Distributor of the Kelmoore Strategy Funds.
Effective 8/6/08, Dunham & Associates Investment Counsel, Inc. was named interim investment adviser for the Kelmoore Strategy Funds.
Effective 8/6/08, Westchester Capital Management, Inc. was named interim sub-adviser for the Kelmoore Stategy Funds.
Dunham has more information about the Kelmoore Strategy Funds here.
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Kelmoore Strategy Fund Account Access
Kelmoore Strategy Fund Account Access Via PFPC, Inc.
Please Note: You are about to be directed to the secure website of the Kelmoore Strategy Fund Transfer Agent, PNC Global
Investment Servicing (formerly PFPC Inc). The Kelmoore Funds have contracted with PNC to perform all shareholder
recordkeeping requirements.
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Kelmoore Separately Managed Accounts
Any Kelmoore Separately Managed Account client that did not move their account to another advisor by July 15, 2008 should contact
the clearing firm at the following number or address to direct them where to send your account assets for future management.
Pershing
Direct Brokerage Services
Client Services
Tel: 800-635-9881
Fax: 866-355-5570
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Customer Service
Tel: 201-413-4351
Fax: 201-451-1090
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Converted Accounts
Tel: 201-413-4428
Fax: 201-451-1090
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