How To Invest
To purchase shares of the Fund, you must invest at least the minimum amount.
|Minimum Investment||To Open Account||To Add To Account|
|Individual Investors ('A' Share Class)|
|Direct Regular Accounts||$2,500||$500|
|Direct Retirement Accounts||$2,500||$500|
|Automatic Investment Plan||$2,500||$100|
|Gift Account for Minors||$2,500||$5,000|
|Institutional Investors ('I' Share Class)|
|All Accounts||$1 Million||$1,000|
Fund shares are redeemable on any business day by written request or by telephone.
Methods of Investing
Clients currently at Schwab/US Trust or any other authorized distributor (that have agreements in place with IMST):
- SBH Funds should show up on Custodian's platform. No additional paperwork should be necessary.
Clients currently custodied at a non-authorized distributor:
- Clients will need to contact the Transfer Agent (UMB) either by Mail (see below), Telephone (see below), or Web (coming soon) and complete the necessary account application.
Invest in Funds via Mail – complete an account application and send to: SBH Funds – PO Box 2175, Milwaukee, WI 53201-2175
Invest in Funds via Telephone – call Transfer Agent at: 1-866-490-4999 (will need to complete account application)
SBH Website – www.sbhfunds.com