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.