Shareholder Resources

How to Invest

New shareholders should follow steps 1-4 below to open a CRM Funds account.

STEP 1: Read the Prospectus

Read the CRM Funds prospectus online or contact us to have a prospectus delivered to you via regular mail.

STEP 2: Select a Fund

For information to help you select the CRM Fund that is appropriate for you, start at the CRM Funds page.

STEP 3: Complete an Application

You can select, download, and print the CRM Funds application that is right for you by going to Forms.

STEP 4: Send your Application to CRM Funds

After you have completed and signed your application, enclose it with your investment check (or authorization for an Automatic Investment Plan) and mail to the following address:

For regular mail delivery:
CRM Funds
c/o Ultimus Fund Solutions, LLC
P.O. Box 541150
Omaha, NE 68154

For overnight delivery:
CRM Funds
c/o Ultimus Fund Solutions, LLC
4221 N. 203rd Street, Suite 100
Elkhorn, NE 68022

Shares of CRM Funds are distributed by ALPS Distributors, Inc.

Cramer Rosenthal McGlynn, LLC is the investment advisor to the CRM Funds and is not affiliated with ALPS.