ABOUT THE FORUM FUNDS

The Forum Funds Series Trust is a turn-key solution for investment advisors launching a mutual fund. The Forum Funds allows you to focus on raising assets and managing performance; the Trust manages the day-to-day operations of the fund.

HOW YOU BENEFIT

Access

  • Superior access to the regulatory guidance and structure required to operate a mutual fund

  • Cost effective access to two of the most highly regarded firms in the investment company industry, K&L Gates as fund counsel and Seward & Kissel LLP as Trustee counsel

  • An experienced full service fund administrator, Atlantic Fund Services, to guide you through the fund launch or conversion

  • Access to existing fund policies and procedures; you avoid the risk, cost and time involved in creating your own

Cost Effectiveness
  • Registrant and service provider relationships managed by the Trust

  • Share Trust level expenses with other series in the Trust

  • Affordable access to leading service providers

A TURN-KEY SOLUTION FOR OPERATING A MUTUAL FUND, WITH AFFORDABLE ACCESS TO LEADING SERVICE PROVIDERS.