"Oak Value Fund - How To Invest Page"

Download all the forms you need and mail them to the address provided.

Fill in form. We will promptly mail the application(s) to you including the current Fund fact sheet and Quarterly Commentary.

Dial 1-800-622-2474 to order by phone or if you have questions

New Account Application
Traditional IRA Booklet
Roth IRA Booklet
Prospectus
Reports and Publications

ACCOUNT TYPE INITIAL SUBSEQUENT

Regular Account $2,500 $100

Retirement Plan Account $1,000 $100

Automatic Investment Plan $2,500 $100

Take advantage of our Automatic Investment Plan
Permits you to automatically invest in your fund account through your bank account on a monthly, quarterly, semi-annual or annual basis. Please fill out Step 5 of the application.
Mailing List
Sign up for our mailing list to receive up-to-date communications from the Advisor, Oak Value Capital Management, Inc., via email notification.

"DISTRIBUTED BY ULTIMUS FUND DISTRIBUTORS, LLC"

THE INFORMATION PROVIDED ON THIS SITE IS ACCOMPANIED BY THE OAK VALUE FUND PROSPECTUS
PLEASE READ THE OAK VALUE FUND PROSPECTUS CAREFULLY BEFORE YOU INVEST.

OAK VALUE CAPITAL MANAGEMENT, INC. ("OAK VALUE"), INVESTMENT ADVISER TO THE
OAK VALUE FUND, IS REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION
PURSUANT TO THE INVESTMENT ADVISERS ACT OF 1940.

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