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INVESTMENT INFORMATION

Min Initial Investment:	$2,500,000
Min Initial Investment, IRA:	$50,000
Min Initial Investment, AIP:	$2,000
Min Subsequent Investment:	$1,000
Min Subsequent Investment, IRA:	$1,000
Min Subsequent Investment, AIP:	N/A

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more than 1,000 funds!
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BROKERAGE AVAILABILITY

Ameriprise SPS Advantage	Bear Stearns No-Load Transaction Fee
CommonWealth Universe	DATALynx IMS
Mony Securities Corp	Northwestern Mutual Inv Srvc, LLC
Protected Investors of America	RBC Wealth Management-Advisory Eligible
Raymond James	Raymond James WRAP Eligible
Royal Alliance	SunAmerica Securities Premier / Pinnacle
SunGard Transaction Network	TRUSTlynx

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