Trustees / Officers
 

 

 

Document Library

IMPORTANT INFORMATION ABOUT PROCEDURES FOR
OPENING A NEW ACCOUNT

To help the government fight funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask for other identifying documents or information.

Document Library General Documents And Forms

Individual Retirement Applications

Individual Retirement Account Disclosures

Individual Retirement Account Transfer Forms

Individual Retirement Account Distribution Forms

Other Forms

 

 
TrendStar News
 
...........................
Recent News

TrendStar Advisors , LLC has been named as a new sub-advisor to AFBA 5Star Fund, Inc. TrendStar Advisors will co-manage the AFBA 5Star Small Cap Fund and will be the exclusive sub-advisor to the AFBA 5Star Science & Technology Fund. Read the full Press Release.



The performance data quoted represents past performance which does not guarantee future results. Current performance of the fund may be higher or lower than the performance quoted. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

Small company stocks are subject to more volatility than large company stocks. Each investor must consider his own specific investment objectives and risk tolerance before deciding on a specific investment. The investor should consider carefully the investment objectives, risks and charges and expenses of the investment company.

The TrendStar Funds are offered by prospectus only, so please review one. Prospectuses contain more complete information on advisory fees, distribution charges, and other expenses as well as important information about the investment company and should be read carefully before investing or sending money. A prospectus can be obtained through this website or by calling 1-888-747-4872.

The TrendStar Funds are distributed by Unified Financial Securities, Inc., 2960 N. Meridian St., Suite 300, Indianapolis, Indiana 46208-4715. (Member FINRA)

Copyright © 2003 - 2006, TrendStar Advisors, LLC  All rights reserved.