OPTI-flex^® Fund

Catalyst OPTI-flex^® Fund Management

Jeffrey J. Unterreiner is the OPTI-flex^® Fund’s portfolio manager and has served in that capacity since February 28, 2002, first as co-manager and, since August 9, 2002, as sole manager. His primary business experience during the past five years has been as a principal of the Trust’s former investment adviser and its distributor and, although no longer in these capacities, as Trustee, Chairman, President and Vice President of the Trust. Since December 29, 2006, he has served as President of PROACTIVE. Mr. Unterreiner is a graduate of the University of Missouri-St. Louis, where he majored in Business Administration, and a veteran of over 15 years in the financial services industry.