
Individuals: $100,000 Minimum Account Size*
- Large Aggressive: Invests 75% to 100% in Large Cap Growth equities and the remainder
in cash (money markets)
- Large Moderate: Invests 50% to 75% in Large Cap Growth equities and the remainder
in fixed income instruments and/or money markets
- Large Conservative: Invests 25% to 50% in Large Cap Growth equities and the remainder in fixed income instruments and/or money markets
- Worldwide Aggressive: Invests up to 100% in Large Cap, Mid Cap, Small Cap, and International
- Worldwide Moderate: Invests up to 75% in Large Cap, Mid Cap, Small Cap, and International
- Worldwide Conservative: Invests up to 50% in Large Cap, Mid Cap, Small Cap, and International
***For fixed investments we utilize 'A' rated or higher Corporate
or Municipal Bonds; Government Bonds, Notes, and Bills; Government
Agency Issues; as well as Certificates of Deposits, which are
fully insured.
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)
* The minimum account size may be reviewed and waived on a case-by-case basis.
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