To open an account with Roxbury, please download, complete, and return the appropriate application(s) below:

The following applications are in Adobe Acrobat format. If you do not have this program and wish to download it, please click here.

Investment Agreements
All-Cap Equity Portfolio Contract	download
All-Cap Income Portfolio Contract	download
Core Equity Portfolio Contract	download
Focus Portfolio Contract	download
Health Sciences Portfolio Contract	download
Mid-Cap Value Portfolio Contract	download
Small/Mid-Cap Portfolio Contract	download
Small-Cap Growth (Portland Team) Portfolio Contract	download
Strategic Growth Portfolio Contract	download

Disclosure Statement
Written Disclosure Statement / Information Contained in Part II of Form ADV (19 Pgs) *Updated as of July 31, 2008	download