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


​Fund Info sheet
​

Provides some of the back-office details for The McElvaine Investment Trust


​Minimum for BC and Nfld

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

Minimum for all other Canadian Provinces

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