Open or Manage an Account

Thank you for your interest in becoming a shareholder in Trillium’s Small/Mid Cap Fund. The following applications and forms may be used to establish a new Trillium Small/Mid Cap account or make changes to your existing account.

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

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

Entity Account

For Corporations or other Organizations, 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.

Certificate 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.

 

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.

 

Disclaimer

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