How To Invest

How To Invest

The Summitry Equity Fund (GGEFX) is available for purchase on many platforms including Charles Schwab and Fidelity Institutional.

US Mail

Summitry Equity Fund
P.O. Box 46707
Cincinnati, OH 45246-0707


Summitry Equity Fund
225 Pictoria Dr., Suite 450
Cincinnati, OH 45246


If you wish to buy the Summitry Equity Funds directly, please click here and then select “applications”.

Need More Information?

If you would like to request information by mail including the Prospectus and the account forms needed to invest, please either fill out the form below, e-mail us at or call us at 1-866-954-6682.
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You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s Prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-866-954-6682.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Diversification does not ensure a profit or guarantee against loss.

Distributed by Ultimus Fund Distributors, LLC (Member FINRA)

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