Open or Manage an Account

New Accounts

Thank you for your interest in becoming a shareholder in one of Trillium’s Mutual Funds. Please contact us if you have any questions. You may find answers to frequently asked questions by reading our fund documents below. Please read before investing:

Trillium P21 Global Equity Fund

Retail Share Class: PORTX
$5,000 minimum investment

Institutional Share Class: PORIX
$100,000 minimum investment

Trillium Small/Mid Cap Fund

Retail Share Class:
This fund is not available in a retail share class.

Institutional Share Class: TSMDX
$100,000 minimum investment

Applications

Click on the link to download an application or form. Mail the completed document to the address provided. If you are unable to print an application from our website, please contact us. We would be happy to send one to you.

Trillium Mutual Funds may also be available through brokerage platforms, employer-sponsored retirement plans, financial planners, and investment managers. You may also be able to invest in your brokerage or retirement account. If Trillium Mutual Funds are not yet available in your company investment account, please contact us at 1-866-209-1962. We would be happy to work with your company to make them available.

Mutual Fund Accounts

For individuals, Joint Owners, Custodial Accounts for Minors, Trusts, Corporations, or other Organizations

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Entity Account

For Corporations or other Organizations

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Retirement Accounts

For Traditional IRAs, Roth IRAs, or Rollover IRAs

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Employer-Sponsored Retirement Accounts

For SEP IRAs or SIMPLE IRAs

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Coverdell Education Savings Accounts

Coverdell Education Savings Accounts

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Forms

IRA Transfer or Direct Rollover Form

Use this form to transfer your existing IRA or 401(k) to a Trillium Mutal Fund

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IRA Distribution Form

Use this form to take distributions from your Trillium Mutual Fund

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Certificate of Beneficial Owners

Use this form to update entity account beneficial owners

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Disclaimer

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