Shareholder Services
866-822-9555
 


   
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Shareholder Services
866-822-9555

 

Distributed by Ultimus
Fund Distributors, LLC

 
 
 

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

 

 


 

 
           
 
Stralem Equity Fund • 551 Madison Ave. NY, NY 10022 • T: 212-888-8123 • F: 212-888-8152

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Equity Fund