Contact Us:
844-ARISTTL (844-274-7885)
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
Mailing Address:
Aristotle Funds
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201
Overnight Express Mail:
Aristotle Funds
c/o U.S. Bank Global Fund Services
615 E. Michigan St., FL3
Milwaukee, WI 53202
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Gift My Shares
Gifting shares gives you the ability to transfer mutual fund shares directly to an individual, corporation, charity, non-for-profit, church, or other entities. The individual or entity that is being gifted those shares must be aware of the gift and complete a New Account Application if they do not have an account. You are unable to gift shares from an Individual Retirement Account (IRA).
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Instructions and Links
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Additional Information
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To gift shares from your account, we require a signature guaranteed letter of instruction signed by all account owners. To obtain and print the form, please click here.
Please mail the completed letter of instruction and application to:
Aristotle Funds
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201-0701
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The signature guarantee requirement is to protect against unauthorized requests by assuring the required signatures are genuine. A signature guarantee can be obtained at many commercial banks, credit unions, savings associations, or broker-dealers. A notary public is unable to provide an acceptable guarantee.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 844-ARISTTL (844-274-7885) or visit https://www.aristotlefunds.com/ for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Aristotle Funds and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.
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