Investors may invest directly through Sit Mutual Funds or through other channels.  When you invest directly in the Sit Mutual Funds, you enjoy personal, one-on-one service with representatives who work at the company – not a remote call center.  You can establish a direct relationship with a representative to help you with a variety of situations and transactions – many requiring special documentation, which we will help you identify, obtain, and possibly find appropriate alternatives.

Sit Mutual Funds representatives provide in-depth information beneficial in selecting a Fund or building a portfolio of Sit Funds, and we have direct access to the Funds’ portfolio managers to answer your specific questions and concerns.  Representatives can assist with your financial goals and investment needs, including establishing individual retirement plans, taking distributions (both elective and required minimums), cost basis information and simulated alternatives, and tax form information.

Direct Shareholder Exclusive Benefits:

• Receive a quarterly newsletter that includes Sit Investment Associates firm commentary and strategy discussions.  The newsletter also includes discussions of industry news, the Funds’ quarterly performance, and retirement information.
• Annual shareholder luncheon at which they have an opportunity to engage with Sit Investment Associates portfolio managers and analysts and hear presentations related to the economic outlook and equity and fixed income strategies.  Shareholders also hear from industry experts who speak on current topics of interest to investors.
• Exclusive checkwriting option benefit that provides quick and convenient access to their Sit account(s).

We welcome your investment in Sit Mutual Funds, regardless of your choice of investment channel.