How to Invest
GAMTX is a no load fund.
The minimum initial investment in the Fund is $1,000. There is no minimum for additional investments.
Direct Purchase
You can invest directly with the Fund by calling Shareholder Services at (877) 747-4268.
Or, you can download and print an application by clicking on the Literature tab. A completed and signed investment application, and a check made payable to the Fund must accompany your initial purchase request. Your shareholder services representative will be happy to assist you with any questions.
Purchase Through an Online Trading Service
GAMTX is available through many online services such as Schwab.com, Fidelity.com, and Scottrade.com.
Purchase Through an Advisor or Investment Broker
If you already have an investment advisor or broker, contact them and request that they invest a portion of your portfolio in the Fund, symbol GAMTX. The Fund is available through Schwab Institutional, Fidelity Institutional Funds Network, Pershing Fund Center, Scottrade, and CommonWealth Universe.
If the Fund is not yet available through your brokerage firm, please ask your broker representative to call us at (410) 997-8000.
Ask your financial advisor or consult our prospectus beginning on page 14, "How To Buy Shares", for more information.
Addresses
Via Mail
U.S. Mail
Geier Strategic Total Return Fund
c/o Unified Fund Services, Inc.
P.O. Box 6110
Indianapolis, Indiana 46206-6110
Overnight
Geier Strategic Total Return Fund
c/o Unified Fund Services, Inc.
2960 North Meridian Street, Suite 300
Indianapolis, Indiana 46208-4715
Via Wire
Shares may also be purchased by wiring federal funds from your bank. Your bank may charge you a fee for doing so. To facilitate this type of transaction, please contact Shareholder Services at (877) 747-4268 to set up your account and obtain an account number.
A completed and signed application must be provided to Unified Fund Services, Inc. in order to successfully complete this transaction. Wire orders will be accepted on days the Fund, custodian, and transfer agent are open for business. A wire purchase is not considered made until the wired money is received and the purchase is accepted by the Fund. Any delays are not the responsibility of the Fund or the transfer agent.
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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 877-747-4268.
Past performance is no guarantee of future results. Your fund shares, when redeemed, may be worth more or less than their original cost.
Distributed by Unified Financial Securities, Inc. , 2960 N. Meridian Street, Suite 300, Indianapolis, IN 46208 (Member FINRA). |
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