Individuals: $100,000 Minimum Account Size*

• Worldwide Aggressive: Invests 75% to 100% in Domestic and International equities with the remainder in cash (money markets).
• Aggressive: Invests 75% to 100% in Domestic equities with the remainder in cash (money markets).
• Worldwide Moderate: Invests 50% to 75% in Domestic and International equities with the remainder in fixed income instruments and/or money markets.
• Moderate: Invests 50% to 75% in Domestic equities with the remainder in fixed income instruments and/or money markets.
• Worldwide Conservative: Invests 25% to 50% in Domestic and International equities with the remainder in fixed income instruments and/or money markets.
• Conservative: Invests 25% to 50% in Domestic equities with the remainder in fixed income instruments and/or money markets.
• Ultra Conservative: Invests up to 25% in Domestic equities with the remainder in fixed income instruments and/or money markets.

Institutions: $5,000,000 Minimum Account Size*

• FFS Large Cap Growth: Invests up to 100% in Large Cap Growth equities and the remainder in cash (money markets).
• Provides custom solutions to meet your organization's needs.

* The minimum account size may be reviewed and waived on a case-by-case basis.