How to Invest

How to Invest

Shares in the Portfolio Thermostat Fund are available through your Financial Professional or may be purchased by opening an account directly with the Fund. Please refer to the prospectus prior to investing for all initial investment requirements.

Minimum Initial Investment

Institutional Shares - $5,000 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 - $500 for all account types

*Currently, only Institutional Shares are available for investment. Investor Shares are projected to become available shortly.

U.S. Mail

Canterbury Portfolio Thermostat Fund

c/o Huntington Asset Services, Inc.

P.O. Box 6110

Indianapolis, IN 46206

Overnight

Canterbury Portfolio Thermostat Fund

c/o Huntington Asset Services, Inc.

2960 N. Meridian Street, Suite 300

Indianapolis, IN 46208

Shareholder Services

(844) 838-2121