Questions and Answers

Who are the Portfolio Managers?

Christopher C. Grisanti, Vance C. Brown and Jared S. Leon, each a principal of the Adviser, together manage the portfolio utilizing a team-based approach. Together, Messrs. Grisanti, Brown and Leon perform all of the functions related to the management of the portfolio. To access a complete list of the Fund's management biographies click here.

What are the investment minimums for the Fund?

I Shares:
The minimum initial investment for all accounts is $250,000 with the exception of a rollover by an individual retirement account or self employed retirement plan. There is no minimum for subsequent investments for standard accounts. The minimum for accounts with systematic investment plans is $10,000. The Fund reserves the right to waive minimum investment amounts.

Investor Shares:
The minimum initial investment for all accounts is $2,500 with the exception of a rollover by an individual retirement account or self employed retirement plan. There is no minimum for subsequent investments. The Fund reserves the right to waive minimum investment amounts.

How can I purchase shares of the Fund?

Instructions for opening a standard account.
Instructions for opening an IRA or other retirement account.
For additional contributions please click here to download the additional contribution form (PDF).
Please read the Fund’s Prospectus carefully before investing.

What are acceptable payment methods?

All investments must be made by check, ACH or wire. All checks must be made payable to Grisanti Brown Value Fund in U.S. dollars and drawn on a U.S. financial institution. The Fund does not accept purchases made by credit card check, starter check, cash or cash equivalents (for instance, you may not pay by money order, cashier's check, bank draft or traveler's check). To wire funds you must contact the Transfer Agent, Atlantic Shareholder Service, LLC, at 1-866-775-8639 (toll free).

What are Grisanti Brown Value Fund's wiring instructions?

Wire investments (or ACH payments) to:
The Huntington National Bank
Westerville, Ohio
Atlantic Shareholder Service, LLC FBO Forum Funds

ABA# 044000024
Account # 01892542416
Grisanti Brown Value Fund
[(Your Name)
(Your Account Number)]

How can Fund shares be redeemed?

You may redeem shares of the Fund by mail, wire, telephone or by a systematic withdrawal. For more detailed information, please refer to the Prospectus section titled "How to sell shares from your account."