The McElvaine Investment Trust
  • Home
  • About Us
  • Contact
Picture
Thanks for your interest.

We know CRM2 has caused fee questions from clients. We figured the last thing you want to do is talk about the investment manager's fee. As a solution for you, we have come out with the "NO MANAGEMENT FEE SERIES F". Please click on the document to the left for some information.

Below you will also find our Fund Info Sheet and Minimum purchase amounts.

We also recently launched our Series Fd Series which pays a 5% distribution.  The distribution amount is calculated each January and paid in equal amounts each quarter.

Finally, we are happy to work with you. It is one of our advantages as an independent. We are accessible!

The first step is to get a copy of our Investor Package. Please click here if you would like to request a copy.

Many thanks for your support.

Tim

Please click here to receive an Investor Package

Picture


​Fund Info sheet
​

Provides some of the back-office details for The McElvaine Investment Trust
FUND info sheet
Picture


​Minimum for BC and Nfld

If your client is a resident of BC and NFLD, minimum information is below
MINIMUMS
Picture

Minimum for all other Canadian Provinces

If your client is NOT a resident of BC or NFLD, minimum information is below
Minimums

Let's keep in touch!

Picture

​Please sign up for our (infrequent) newsletter. We don't like spam either so won't take your trust for granted. 

​

Buying dollar bills for 50 cents since 1996


Address

Suite 219
2187 Oak Bay Ave
Victoria BC V8R 1G1

Telephone

250-708-8345

Email

info@avaluefund.com
  • Home
  • About Us
  • Contact