Appleseed Fund - Investing in Sustainable Value

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The partners of Pekin Singer Strauss Asset Management manage the investment portfolio of the Appleseed Fund. Since its inception in 1990, Pekin Singer Strauss Asset Management has generated equity returns for its clients which have exceeded the S&P 500 Index. The firm currently manages over $600 million of investments.

Ronald Strauss, CFA
Ron began his career in the securities industry over 35 years ago in 1969, when he joined Mesirow and Co. as a registered representative and subsequently as a security analyst. In 1974, Ron became Director of Research and General Partner at Mesirow. In 1978, Ron joined William Blair & Company as a Securities Analyst and in 1980 was made a General Partner. In 1996, he formed Ardmore Partners, an investment advisory firm, and jointly managed Sirius Partners, an investment partnership with $300 million under management. He received a BS in history from the University of Wisconsin in 1961 and an MBA from New York University in 1965.
Rick Singer, CFA
Rick began his career in the securities industry in the investment departments of first The Northern Trust Company and subsequently the Chicago Title and Trust in 1968. Prior to co-founding the adviser, Rick was Vice President-Investments of Mesirow and Co., where he also served as research analyst and investment executive, since 1972. He received a B.S. in Economics from the University of Illinois in 1966 and an MBA from the University of California at Los Angeles in 1968.
Adam Strauss, CFA
Prior to joining the adviser in 2004, Adam served in several operating roles, as Sr. Vice President of Corporate Development at EquipNet, Inc. (2000-2004) and as VP of Business Development at Frontier Natural Brands (1997-2000). Adam began his career as a management consultant, working for Gemini Consulting (1992-1994) and, prior to that, for Andersen Consulting (1991-1992). Adam earned a BA from Stanford University in 1991 and an MBA from the Stanford Graduate School of Business in 1997.
Bill Pekin, CFA
Prior to joining the adviser in 2001, Bill worked in the investment banking division of Credit Suisse First Boston in Chicago. Prior to that, he was an investment banker and high yield/high grade research analyst at Donaldson, Lufkin & Jenrette in New York. Bill began his investment career at MetLife Investment Management Corp. in 1993. He earned a BA from Haverford College and an MBA from the Wharton School of the University of Pennsylvania in 2000.
Joshua Strauss, CFA
Previous to joining the adviser in 2004, Josh served in an operational role as Director of Business Development at Color Kinetics Incorporated (2000-2004). He began his career as an Analyst at Markowitz & McNaughton (1994-1995) and, subsequent to that, at Shearman & Sterling (1995-1998). Joshua earned a B.A. in Foreign Affairs from the University of Virginia in 1994 and an MBA from the Stephen M. Ross School of Business at the University of Michigan in 2000.







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 1-800-470-1029 or by downloading one here.

The Fund's past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-470-1029.

The Appleseed Fund is distributed by Unified Financial Securities, 2960 N. Meridian St., Suite 300, Indianapolis, Indiana 46208-4715. (Member FINRA)

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