Tortoise Energy Infrastructure TR A (TORTX)

Min Initial Investment

1,000,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

--

• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Comerica Bank
• American Trust Custody
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Scottrade Load
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• Ameriprise Brokerage
• Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
• Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• Vanguard NTF
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• WFA MF Advisory Updated 9.2.26
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Scottrade TF
• Thrivent – Advisory Eligible
• Morgan Stanley Consulting Group Advisor
• Morgan Stanley Select UMA
• Morgan Stanley TRAK Fund Solution
• TD Ameritrade Retail
• TD Ameritrade Institutional
• Mid Atlantic Capital Group
• Securities America Advisors
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD-WAIVED NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• Trust Company of America
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 9.2.26
• H Beck Inc.
• Securities America Inc.
• Vanguard Load-Waived
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Morgan Stanley Portfolio Management
• Smith Barney Portfolio Manager
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Cetera Financial Specialists LLC- Premier
• LPL SWM
• Schwab Advisor Services All Funds Available
• Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• LPL Brokerage Availability
• Thrivent – Retail Eligible
• Pruco Securities LLC -PruChoice Mutual Funds
• Pruco Securities LLC -PruUMA’s Mutual Funds
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Schwab Advisor Services Transaction-Fee Funds
• Schwab (Non Transaction Fee)
• Schwab Advisor Services Load-Waived Funds
• Schwab Advisor Services Funds for Transfer, Custody and Redemption Only

The fund normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in securities of energy infrastructure companies. The advisor intends to focus its investments primarily in equity securities of midstream infrastructure and also may invest in midstream master limited partnerships (“MLPs”) and power and renewable infrastructure. It is non-diversified.