
| 101 S. Bay Boulevard, Suite B-4 P.O. Box 818, Anna Maria, FL 34216 800.800.7075 941.778.1900 Fax: 941.778.1801 |
| We Make Your Success Our Business. |
| Diversified Fund Portfolios Five models ranging from Conservative to Aggressive are maintained. These programs offer the most diversification and are appropriate for all investors. Implementation uses no-load mutual funds to achieve the target allocation. Minimum account size is $500,000. Back |
