An Investment Account is a Great Gift!

  • You can make a difference that will last well beyond the holidays
  • Invest to help your children, grandchildren, nieces, nephews or anyone
  • Whether it is $100 to get someone started or more, it can last a lifetime
  • Until 12/31/17, you may open an account with only $100 (normally $500)
  • Easy and quick to start! Call us or complete a one page application (after reading our Prospectus)


A $10,000 Gift Can Grow to $250,000!*

Would you like to help prepare your loved one for retirement or their future with $250,000? If you invest $10,000 for 40 years with an average 8% annual rate of return, it can happen! Read our brochure "Are You Saving Enough?" to learn more how investing now, can make a life changing difference.

*This is an example of a one time investment of $10,000. It assumes an average return of 8% per year with no withdrawals and all income is reinvested. Your return with Volumetric Fund may be more or less due to stock market conditions. The Volumetric Index indicates an investment in the Fund since inception of the Fund (1/1/1979)**.


What We Do


What We Offer

  • Investments Focus: A diversified portfolio of primarily large and mid-cap stocks of well-established US companies
  • Investment Objective: Capital growth with downside protection
  • Investment Allocation: US Stocks (75% to 95%, typically) and US Money Market (25% to 5%, typically). Our investment allocation is based on technical indicators and market conditions
  • Low Account Minimum: $500
  • No-Load Fund - No sales or redemption fees
  • Quick and easy to open an account
  • No fee IRAs
  • Investing since: 1979; Public since 1987
  • Personal & Friendly Service
  • Individual and Joint Accounts
  • IRA - Retirement Accounts
  • Automatic Investment Plans
  • Custodian Accounts (UTMA/Gift to Minors Accounts)
  • Transfer of Death (TOD) Accounts
  • Trust Accounts
  • Business Retirement Plans


3rd Quarter Report

3rd Quarter Report

        Read about the portfolio and view the portfolio holdings. View or download it now.


Watch Our TV Commercial


Saving Enough?

Retirement Brochure

Retirement Brochure


Are You Saving Enough?

The later you start, the harder it is to reach your goals. Rates of return on your investment, also make an important difference. See the examples in our Savings Brochure (click here) and see how investing now is to your advantage. Don't put it off any longer!

Retirement Accounts

for Individuals and Small Businesses

Retirement accounts can offer a great tax benefit! We offer several different types of individual and business retirement accounts. Click here or the picture of the above brochure to above to learn more how you can benefit.  You may want to consult your tax adviser which plan is best for your tax situation.


Transfer In / 401K Rollover

Do you have assets you would like to transfer in or rollover to Volumetric Fund from a 401k Plan, past employee retirement account, IRA, annuities, etc? We can help! Call us today at 800-541-FUND, email us at This email address is being protected from spambots. You need JavaScript enabled to view it. or view the brochure


Rockland County Times

Article Sep 2017

"Meet Volumetric Fund"

RCT Article Sep 2017  

Who We Are

A Mutual Fund with a Difference


Pearl River, New York 10965


  Phone: 800-541-FUND / 845-623-7637

 Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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