Portfolio 21 is available in two share classes on many investment platforms:
- PORTX: Retail, available with a $5,000 minimum investment
- PORIX: Institutional, available with a $100,000 minimum investment
- Registered Investment Advisors may aggregate client accounts to meet the minimum. Other institutional investors, such as defined contribution plans, may also qualify for purchasing institutional shares with less than the minimum investment per account.
Our institutional sales team is available to provide service to institutional investors, retirement plan providers, family offices, registered investment advisors and other investment professionals.
Get in touch to:
Subscribe to the quarterly Fund Factbook
Submit Requests for Information
Speak to a member of the Institutional Sales Team