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INVESTMENT INFORMATION

Min Initial Investment:	$2,000,000
Min Initial Investment, IRA:	$2,000,000
Min Initial Investment, AIP:	NaN
Min Subsequent Investment:	$0
Min Subsequent Investment, IRA:	$0
Min Subsequent Investment, AIP:	N/A

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BROKERAGE AVAILABILITY

CommonWealth PPS	E*TRADE Financial
Fidelity Retail FundsNetwork	HDVest - Wells Fargo
LPL SAM Approved	Matrix Financial Solutions
Merrill Lynch	Morgan Stanley - Ntwk/Rdm Only-Brokerage
Northwestern Mutual Inv Srvc, LLC	Pershing FundCenter
Protected Investors of America	Schwab Institutional
TD Ameritrade Institutional	TD Ameritrade Institutional Services
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