How to Invest

To invest in CSIP, you must complete the following steps:

Read the Information Statement and Indenture of Trust
Have your governing body adopt a Resolution or Ordinance as applicable
Contact a marketing Representative to have your questions answered
Complete the required documentation to Invest Funds
Contact Client Services at 1-855-274-7468 or go to www.csipinvest.com to schedule a purchase/deposit or redemption/withdrawal

All completed forms should be sent to a Marketing Representative by fax (1-888-535-0120) or mailed to the following address:

CSIP Marketing

950 17th Street, Mailcod DN-CO-T8

Denver, CO 80202

New Self-Service Feature Available

You can now open subaccounts entirely online through Connect — no forms required!

This enhancement streamlines everyday account management and gives you more flexibility to organize, track, and manage funds directly within the portal.

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This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the investment objectives, risks, charges and expenses before investing in any of the Colorado Statewide Investment Pool (“CSIP”) portfolios. This and other information about the CSIP’s portfolios is available in the current Information Statement, which should be read carefully before investing. A copy of the Information Statement may be obtained by calling 1-855-274-7468 or is available on the CSIP’s website at www.csipinvest.com. While the CSIP Liquid Portfolio seeks to maintain a stable net asset value of $1.00 per share and the CSIP Term Portfolio seeks to achieve a net asset value of $1.00 per share at the stated maturity, it is possible to lose money investing in the CSIP. An investment in the CSIP is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of CSIP are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to CSIP. U.S. Bancorp Asset Management, Inc. is a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bancorp Investments, Inc. is a subsidiary of U.S. Bancorp and affiliate of U.S. Bank N.A.