Many of your more affluent investors
demand an investment approach that elevates their portfolios beyond one-dimensional
strategies while leveraging the expertise of highly-skilled professional
investment managers. Our FutureQuest product offers just this kind of approach.
The following information and tools will help you understand and explain
the special benefits and unique advantages of FutureQuest.
"An Overview of the Economy & Financial Markets" by Don Ross is available at 1-800-475-6701, code 606563. This will be available until 11/2/2001. Click here for an accompanying sales idea or click here to read a transcript of the call.
FutureQuest
Models FutureQuest offers 23 different asset allocation
models. Find detailed information on each here.
Specialist
Money Managers The FutureQuestproduct provides your clients with access
to some of the finest money management firms in the industry. Each specializes
in a specific sector of the market. This section provides you specific information
on our money managers' expertise.
Manager
Selection and Monitoring Process We select only the very best institutional
investment talent for our FutureQuest product. This section details our
careful selection program and rigorous monitoring process.
FutureQuest
Investor Profile Use this FutureQuest investor profile to determine
your client's investment objectives, time horizon and risk tolerance.
Product
Contact Information This section provides contact information
for wholesale assistance, account questions, literature requests and additional
support services.
