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How to Invest

Meritage Funds are available through many financial advisors and broker/dealers.

You may also invest directly in a Meritage Fund by applying online here or by mail, subject to certain minimum amounts.

Minimum Initial Investment
Institutional Shares - $100,000 for all account types
Investor Shares - $2,500 for all account types
Minimum Subsequent Investment
Institutional Shares - $1,000 for all account types
Investor Shares - $100 for all account types



U.S. Mail

Meritage Portfolio Management Funds
[Insert name of specific Fund]
c/o Ultimus Asset Services, LLC
P.O. Box 46707
Cincinnati, OH 45246-0707

 

Overnight

Meritage Portfolio Management Funds
[Insert name of specific Fund]
c/o Ultimus Asset Services, LLC
225 Pictoria Drive, Suite 450
Cincinnati, OH 45246


 

 

 

 

 


Shareholder
Services
(855) 261-0104
Meritage
Funds
Value Equity Fund
Growth Equity Fund
Yield-Focus Equity Fund

7500 College Blvd., Suite 1212, Overland Park KS 66210, Tel 913-345-7000. © Meritage Funds. All rights reserved.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Meritage Mutual Funds. This and other important information about the Funds is contained in the Prospectus, which can be obtained by calling Shareholder Services at (855) 261-0104. The Prospectus should be read carefully before investing.

Distributed by Unified Financial Securities, LLC. (Member, FINRA)