Team Asset Strategy Fund

Our Team

Separately managed accounts are available through TEAM Financial Managers, Inc.

We're a tight-knit, passionate group of financial service professionals all pulling in the same direction for your financial success. That's TEAMwork
--Sam Lindenberg

Through our research, we're right on top of Wall Street. But as an independent financial services firm, we're far enough away from it to keep perspective.
--James Dailey

	Samuel Lindenberg, CFP^®, CRPC^®, CLU Founder, TEAM Financial Managers, Inc. President, TEAM Financial Asset Management, LLC Sam founded TEAM Financial Managers, Inc. in 1994, with three solid decades of experience behind him, a span that included an executive council position with Jefferson Pilot Securities. Sam is qualified in a full array of financial products, but specializes in insurance and personal financial planning. He draws upon over ten years of experience teaching financial planning courses to educate clients. Education has been at the center of Sam’s business from the start, as he believes that both TEAM and our clients benefit when they are well informed. A 20+ year resident of Harrisburg, he and wife Gail are proud parents of two sons, both successful teachers.

	James L. Dailey, CFA^® Principal and Chief Market Strategist, TEAM Financial Managers, Inc. Principal, TEAM Financial Asset Management, LLC Lead Portfolio Manager, TEAM Asset Strategy Fund James serves as the lead portfolio manager for TEAM Asset Strategy Fund and as TEAM Financial Manager's chief market strategist and is a holder of the prestigious Chartered Financial Analyst designation. James joined TEAM in 1999 and was instrumental in launching TEAM's signature and highly successful Assets-Under-Management program in 2001. James earned a BSBA in Finance from Shippensburg University, and entered the financial services industry in 1997 with a regionally based bank. When not anchored in front of multiple computer screens tracking financial trends or the latest investor news, James is an avid sports enthusiast and enjoys spending time with his wife and two children. James is also an active volunteer and been a big brother with Big Brothers Big Sisters since 2003.

	David M. Borowsky Analyst, TEAM Asset Strategy Fund David worked with TEAM as an intern in 2010, and joined as an Analyst full time in August 2011 after graduating with a Master of Arts from the University of St Andrews. In addition to studying financial economics, David's experience includes internships at two major financial firms and involvement in the St Andrews Global Investment Group, where he was Director/Lead Portfolio Manager of their student investment fund. David's current role is to support the investment and portfolio management process. This includes contributing to portfolio strategy, performing fundamental research on sectors and regions, developing and maintaining trading infrastructure, and building, testing, and implementing quantitative tools for investment analysis grounded in the principles of complex systems. He is also a CFA^® Level 1 candidate.

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 877- 832-6952 . Past performance is no guarantee of 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.

The fund may invest in foreign securities which involves greater volatility and political, economic and currency risks and differences in accounting methods.

Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)