Shareholder Services

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Shareholder Services


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.


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