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Small / Mid-Cap Applications and Forms

The following applications and forms may be used to establish a new Trillium Small / Mid Cap account or make changes to your existing account.

If you have questions, you may find more information about how to open an account, find answers to frequently asked questions, or by reading our fund documents.

Please contact us at 866-209-1962 if we can provide additional help.  We welcome your feedback and look forward to serving you.

Please read before investing:

Applications

Mutual Fund Accounts

  • For 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 Accounts

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

Employer-Sponsored Retirement Accounts

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

Coverdell Education Savings Accounts

  • For Coverdell Education accounts for minors, Trillium’s Small / Mid Cap Fund (TSMDX) is available as an institutional share class and has minimum investment of $100,000

Forms

IRA Transfer or Direct Rollover Form

  • Use this form to transfer your existing IRA or 401(k) to Trillium’s Small / Mid Cap Fund .


Fund Documents

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

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

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