Contact Us

Contact Us

Institutions, Intermediaries, Consultants & Family Offices

Tom Hardin, CMT, CFP®
Chief Investment Officer

Kim Custer, CMT, CRPC
Chief Portfolio Strategist

Mutual Fund Investors - Invest Directly

Thank you for your interest in the Canterbury Portfolio Thermostat Fund.

To obtain free copies of Fund documents (including the current SAI, Annual Report, or Semi-Annual Report), request other information about the Fund, or make shareholder inquiries, please contact us in the following ways:

By Phone (with Shareholder Services)

(844) 838-2121

By Mail

Canterbury Portfolio Thermostat Fund
c/o Ultimus Asset Services, LLC
P.O. Box 46707
Cincinnati, OH 45246