Minimum Investment Amount: $10,000 – Money Concepts BD Only

Investment Objective: Seeks to provide a target return of 8-10% and is managed for long term capital appreciation

Portfolio Allocation: 85% Equities, 10% Real Estate, 5% Cash

Type(s) of Investments: Mutual Funds

Distinguishing Characteristics:

• • 85% of the model is invested in Equities consisting of Large-Cap, Mid-Cap, and Small-Cap Global equity securities. The model normally invests 10% of assets in Real Estate securities.