Platform


The LS Opportunity Fund (LSOFX) is available for purchase through many custodians, broker dealers, and platforms.  Some of the major platforms you can use to purchase LSOFX are listed below. (e.g. Fidelity, Schwab, TD Ameritrade, Pershing). For a list of other custodians and platforms with which we have a relationship or to request that we become part of your platform, please email: info@longshortadvisors.com or call Long Short Advisors: 215-399-9409.

 

Wire

Call Shareholder Services (877.336.6763) for instructions on how to set up your account and obtain an account number. You must provide a signed application to Ultimus Asset Services, LLC (at the address below) in order to complete your initial wire purchase. The purchase price per share will be the NAV determined after the wire purchase is accepted by the fund.

 

Mail

Mail a completed and signed investment application form and personal check with name pre-printed (subject to the minimum amount) made payable to the Fund. Mail check and application to the following address:

U.S. Regular Mail: 
LS Opportunity Fund
c/o Ultimus Asset Services, LLC
P.O. Box 46707
Cincinnati, Ohio 45246-0707

 

Express/Overnight Mail: 
LS Opportunity Fund
c/o Ultimus Asset Services, LLC
225 Pictoria Drive, Suite 450
Cincinnati, Ohio 45246


Investment in shares of a long/short equity fund have the potential for significant risk and volatility.  A short equity strategy can diminish returns in a rising market as well as having the potential for unlimited losses.  These types of funds typically have a high portfolio turnover that could increase transaction costs and cause short-term capital gains to be realized.


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 (877) 336-6763. The performance data quoted represents past performance; past performance does not guarantee 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.

Fund is distributed by Unified Financial Securities, LLC, 9465 Counselor's Row, Suite 200, Indianapolis, IN  46240. (Member FINRA)

Investment in shares of a long/short equity fund have the potential for significant risk and volatility.  A short equity strategy can diminish returns in a rising market as well as having the potential for unlimited losses.  These types of funds typically have a high portfolio turnover that could increase transaction costs and cause short-term capital gains to be realized.


Diversification does not ensure a profit or guarantee against loss.

Long Short Advisors is registered as an investment adviser with the Securities and Exchange Commission.

Information contained on this website does not constitute an offer to sell, or a solicitation of an offer to buy shares of the Fund, nor shall any shares be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

This site also is not intended to provide specific individual advice including, without limitation, investment, financial, legal, accounting, or tax advice.