Investor & Advisor Resources

K-1 documents (for most funds) are available through the Investor & Advisor Portal. Please click the green button above and log in using the email address associated with your Bourne investment account. Once you have accessed your profile, K-1 documents are available under the Files tab and are also attached to the Investment ID.

If you are logging in for the first time, require assistance with a password reset, or are unable to login, please contact Cobalt Investment Services: [email protected].

Forms

Address & Distribution Change | Change of Rep or Broker-Dealer | Transfer on Death