How To Invest
Minimums
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
-
a.
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.
-
b.
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.
-
a.
Invest in Funds via Mail – complete an account application and send to: SBH Funds – PO Box 2175, Milwaukee, WI 53201-2175
-
b.
Invest in Funds via Telephone – call Transfer Agent at: 1-866-490-4999 (will need to complete account application)
-
c.
SBH Website – www.sbhfunds.com