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3 Steps to Rollover Your 403(b):

 

 

1.

Open a 403(b) account (Click here.)

2.

Transfer your 403(b) (Click here.)

3.

Send forms #1 and #2 to the

 

address on the forms.


To rollover your 401(k) click here.


This fund is available direct from Unified (see steps above), or at Scottrade, TD Waterhouse, Charles Schwab, Pershing, Sungard.


Need help with the forms?  Please call or email us at:

  Phone: 800-238-7701

  Email: info@thearcherfunds.com

 

 

 

 

 

 

 

 

Special Report:  Top 5 Retirement Bloopers Educators Make With Their 403(b)

CLICK HERE

               
Are you having trouble sorting through the 17,000+ mutual funds?

Do you want to rollover your 403(b)? (See steps at left)

Do you want to transfer your IRA? (click here)

The Archer Balanced Fund will at all times maintain an asset allocation model by investing in stocks and bonds at different levels depending upon market conditions while attempting to  keep the risk or volatility of the Fund below that of the S&P 500. 

The Fund will manage the allocation by increasing or decreasing the exposure to stocks based on expected market conditions. 

This management style is similar to professional management for those high worth institutions and individuals.  NOW, you can invest in the same manner.

The Archer Balanced Fund is a no load fund.  The goal of the Fund is to outperform a blended index of the S&P 500 and the Lehman Aggregate Bond Index while managing volatility and risk across market cycles.

 

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.  There is no guarantee the Fund will achieve its stated investment objective.  You may obtain a current copy of the Fund's prospectus by calling (800) 238-7701 or by downloading one online at www.thearcherfunds.com


Distributed by:

Unified Financial Services, Inc.

2960 N. Meridian St., Suite 300

Indianapolis, IN 46208

(Member FINRA)

 

P.O. Box 6110

Indianapolis, IN 46206

(800) 238-7701

If you are looking for a mutual fund or money manager, you should ask:

  • Does the manager have his own money invested in the fund?

  • Does the manager have at least five years experience?  And do those years include a bear market?

  • Are the expenses of the fund in line with the strategy?

The Archer Balanced Fund answers "YES" to each question.



The S&P 500 and Lehman Aggregate Bond Index (LABI) are unmanaged indices.  The S&P 500 and LABI are widely recognized indices of equity and bond prices and is representative of broader markets and range securities than in found in the Fund's portfolio.  Individuals cannot invest directly in the Index.