How to Invest

How to Invest

Shares in the Portfolio Thermostat Fund are available through your Financial Professional or may be purchased by opening an account directly with the Fund. Please refer to the prospectus prior to investing for all initial investment requirements.

Minimum Initial Investment

Institutional Shares - $5,000 for all account types
 

Minimum Subsequent Investment

Institutional Shares - $1,000 for all account types
 

 


U.S. Mail

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

Overnight

Canterbury Portfolio Thermostat Fund
c/o Ultimus Asset Services, LLC
225 Pictoria Drive, Suite 450
Cincinnati, OH 45246

Shareholder Services

(844) 838-2121