How to Invest
An investor should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. Click here for a Prospectus/Summary Prospectus, which contains this and other important information, or call 866-822-9555. Please read the prospectus carefully before investing. The Fund may not be suitable for all investors.
Available through:
Schwab, Pershing, Fidelity, TDA Trust Company and others.
or
Invest directly with the Fund:
- Obtain and complete a new account application here or by calling 866-822-9555.
- Be sure to read the Prospectus/Summary Prospectus carefully to ensure that you select the appropriate share class.
- Make your check for the minimum initial investment or more payable to Stralem Equity Fund or make arrangements for a wire transfer by calling 866-822-9555.
- Send your completed application and check to:
Stralem Equity Fund
c/o Ultimus Fund Solutions
P.O. Box 46707
Cincinnati, Ohio 45246-0707
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