Delivering Sustainable Investments Since 1982SM

Open an Account

Thank you for your interest in becoming a shareholder in Trillium’s Small / Mid Cap Fund.

Please contact us if you have any questions.  We welcome your feedback and look forward to serving you.

Step 1.  Choose your Account Type

Mutual Fund Account

  • In mutual fund accounts, Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000

Retirement Account

  • For Traditional IRA, Roth IRA, Rollover IRA, or Employer Sponsored IRAs (SEP or SIMPLE) Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000

Coverdell Education Savings Account

  • In Coverdell Educational Savings Accounts, Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000

Step 2.  Select your Application

Applications are available in PDF format

If you are unable to print an application from our website, please contact us.  We would be happy to send one to you.

Step 3.  Print it and fill it out

Step 4.  Mail it to the address provided on the form

You may also be able to invest in your brokerage or retirement account

Trillium’s Small / Mid Cap Fund (TSMDX) may also be available through brokerage platforms, employer-sponsored retirement plans, financial planners, and investment managers.

If you wish to purchase Trillium’s Small / Mid Cap Fund in your investment account, provide your company with the symbol TSMDX.

Automatic Investment Plans do not assure a profit and do not protect against loss in declining markets.

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You are now leaving the Trillium Mutual Funds website and entering the Trillium Asset Management website.

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You are now leaving the Trillium Mutual Funds website and entering the Trillium Asset Management website.

I understand and would like to proceed.

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