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INVESTMENT KIT:

NOTE: For your convenience, the following fund documents are available for you to download in Adobe Acrobat PDF format. Acrobat Reader is available free from Adobe by connecting to the Adobe website. You can view these documents in Adobe Acrobat once they have been downloaded. Please read the Prospectus carefully before investing.

You can also download the complete package of forms by clicking on the download link at the bottom of each section A zip/unzip application is required and can also be downloaded for free.

	Minimum of required forms for each account type.
	Optional Forms depending on manner in which you are funding account
-	Information

Account Type	Forms Required
General Account UGMA, UTMA Trusts Corporate Partnerships	New Account Agreement Form     Prospectus (Read carefully before investing)     - SAI (Statement of Additional Information) DOWNLOAD COMPLETE PACKAGE   Return to top of page
Individual Retirement Account (IRA)	IRA New Account Agreement Form     IRA Request for Transfer Form     IRA Request for Direct Rollover Form     Disclosure Statement for IRA Custodial Account     Prospectus (Read carefully before investing)     - SAI (Statement of Additional Information) DOWNLOAD COMPLETE PACKAGE   Return to top of page
Roth Individual Retirement Account (IRA)	IRA New Account Agreement Form     IRA Request for Transfer Form     IRA Request for Direct Rollover Form     Disclosure Statement for Roth IRA Custodial Account     Prospectus (Read carefully before investing)     - SAI (Statement of Additional Information) DOWNLOAD COMPLETE PACKAGE   Return to top of page
Simple Individual Retirement Account (IRA)	Simple IRA New Account Agreement     Simple IRA Account Request Transfer     Simple IRA Request for Direct Rollover Form     Disclosure Statement for Simple IRA Custodial Account     Prospectus (Read carefully before investing)     - SAI (Statement of Additional Information) DOWNLOAD COMPLETE PACKAGE   Return to top of page
Coverdell Education Saving Account	Coverdell Education Savings New Account Agreement     Coverdell Education Savings Request for Transfer     Coverdell Education Savings Disclosure Statement     Prospectus (Read carefully before investing)     - SAI (Statement of Additional Information) DOWNLOAD COMPLETE PACKAGE

Make all checks payable to ‘Marathon Value
Portfolio’ and mail to:

Marathon Value Portfolio
c/o Unified Fund Services, Inc.
P. O. Box 6110
Indianapolis, IN 46206-6110

Need help getting started? Call us with your questions
or to request a kit to be mailed to you, 1-800-788-6086.

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 1-800-788-6086.

Spectrum Advisory Services Inc., the investment advisor to the Marathon Value Portfolio Fund, is registered with the Securities and Exchange Commission pursuant to the Investment Advisers Act of 1940.

The information provided on this site is accompanied by the Marathon Value Portfolio PROSPECTUS, please read it carefully before investing. Your use of this site signifies your acceptance of our TERMS & CONDITIONS.

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