Open or Manage an Account

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:

 

Applications

Mutual Fund Accounts

  • For individuals, Joint Owners, Custodial Accounts for Minors, Trusts, Corporations, or other Organizations
  • PORTX/retail shares: minimum investment of $5,000, or $1,000 with Automatic Investment Plan
  • PORIX/institutional shares: minimum investment of $100,000

Entity Account

  • For Corporations or other Organizations
  • PORTX/retail shares: minimum investment of $5,000, or $1,000 with Automatic Investment Plan
  • PORIX/institutional shares: minimum investment of $100,000

Retirement Accounts

  • For Traditional IRAs, Roth IRAs, or Rollover IRAs
  • PORTX/retail shares: minimum investment of $1,000

Employer-Sponsored Retirement Accounts

  • For SEP IRAs or SIMPLE IRAs
  • PORTX/retail shares:  minimum investment of $1,000

Coverdell Education Savings Accounts

  • For education savings accounts for minors
  • PORTX/retail shares: minimum investment of $1,000

 

Forms

IRA Transfer or Direct Rollover Form

  • Use this form to transfer your existing IRA or 401(k) to the Trillium P21 Global Equity Fund.

IRA Distribution Form

  • Use this form to take distributions from your Trillium P21 Global Equity Fund IRA.

Certification of Beneficial Owners

  • Use this form to update entity account beneficial owners

  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.

Disclaimer

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