The Sound Mind Investing Funds :: How to Invest

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Open An Account

• How to Invest
• Download Prospectus &
Account Forms
• Request Information
• Frequently Asked Questions

Invest Directly with The Sound Mind Investing Funds

You may open an account directly with the Sound Mind Investing Funds. As with all mutual funds, you must receive a prospectus prior to investing.

• Click here to download a prospectus and account registration forms right now.

• Click here to have a prospectus and account registration forms mailed to you.

• If you're unsure how to begin, call us toll-free at 877-764-3863.

Invest Through A Brokerage Account

Many investors choose to invest in the Sound Mind Investing Funds through an existing brokerage account. The Funds are available through a variety of investment platforms. Please read the prospectus carefully before investing.

• Click here to download a prospectus.

If the Sound Mind Investing Funds aren't available through your existing brokerage account, please call your broker and request it. Also let us know so we can work with your broker to accommodate your interest.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The prospectus contains this and other information about the Funds, and should be read carefully before investing. You may obtain a current copy of the Funds' prospectus by calling 877-SMI-FUND or by downloading one here.

Past performance does not guarantee future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Funds may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 877-SMI-FUND.

Due to the strategy pursued by the advisor, the Funds may experience a high portfolio turnover rate. Because the Funds will bear their share of the fees and expenses of the underlying funds, you will pay higher total expenses than would be the case if you invested directly in these funds.

The Sound Mind Investing Funds are distributed by Unified Financial Securities, 2960 N. Meridian St., Suite 300, Indianapolis, IN 46208-4715 (Member FINRA).