Thank you for your interest in becoming a shareholder in the Trillium P21 Global Equity Fund. Please contact us if you have any questions. We welcome your feedback and look forward to serving you. The Global Equity Fund is available in two share classes on many investment platforms: PORTX: Retail, available with a $5,000 minimum investment PORIX: Institutional, available with a $100,000 minimum investment The following applications and forms may be used to establish a new Trillium P21 Global Equity Fund account or make changes to your existing account. You may find answers to frequently asked questions here, or by reading our fund documents below. Please read before investing:
Print and fill out. Mail the form to the address provided. You may also invest in your brokerage or retirement account. If you are unable to print an application from our website, please contact us. We would be happy to send one to you. The Global Equity Fund is available through many brokerage platforms, employer-sponsored retirement plans, financial planners, and investment managers, including Charles Schwab, Fidelity, and E*Trade. If you wish to purchase the Trillium P21 Global Equity Fund in your investment account, provide your company with the symbol (retail shares: PORTX, or institutional shares: PORIX). The Global Equity Fund is also offered by retirement platforms such as Social (k), which provide socially and environmentally responsible investments. Automatic Investment Plans do not assure a profit and do not protect against loss in declining markets.
Automatic Investment Plans do not assure a profit and do not protect against loss in declining markets.