Working With Experienced People You Trust
When investing, it is important to gather information and
identify your goals with an investment professional.
Experienced investors know that it pays to work with a
trusted financial advisor who takes a disciplined, long-term
approach to investing. Through Custom Select Investments, we
provide you with tools to set your investment objective,
skilled asset allocation, and access to style-pure mutual
funds.
The reality is that no one knows where the market
is going next or which asset classes are going to do well
and when. Spreading your portfolio across several asset
classes may increase your chance for solid long-term
investment results. It pays to diversify your portfolio with
asset allocation. Using our Custom Select Investments and a
Risk Tolerance Questionnaire, we’ll work with you to develop
a solid understanding of your objectives and help you choose
a realistic course of action.
The Custom Select Investments Account is an
innovative solution that provides you with a diversified
investment approach that corresponds to your unique
investment objectives. The Custom Select Investments Account
includes:
- An Asset Allocation program utilizing the Accessor
Allocation Funds, a family of specialty mutual funds.
- Automatic and tax efficient re-balancing to your
objectives.
- Ease of monitoring.
- Access to your account through a secure Internet
connection on TheBANK’s web site.
Our Custom Select Investments product offers you access
to some of the worlds most sophisticated and talented money
managers, providing you with the same advantages that are
traditionally reserved for larger pools of investment
capital.
Each Custom Select Investment is a “fund of funds” invested
in a combination of underlying mutual funds. The approach of
the funds is straightforward...professional, disciplined,
money management, with style-pure funds.
With a minimum investment of only $5,000 ($2,000 for an
IRA), you have access to the benefits of our Custom Select
Investments Account. This account is available through the
people you know and trust at The Investor Group at TheBANK.
Choosing The Right Investment Model
With Custom Select Investments, you may choose from the six
model Asset Allocation portfolios detailed below:
1 - Income: Designed to provide
income for investors with a low risk tolerance
and a shorter time horizon, (usually 1-3 years.)
2 - Income and Growth: Designed to
provide income and some capital appreciation for
investors with a low risk tolerance and a short
to intermediate time horizon, (usually 3-5
years.)
3 - Balanced: Designed to provide a
balanced mix of current income and capital
appreciation to investors with a moderate risk
tolerance and an intermediate time horizon,
(usually 5-10 years.)
4 - Growth and Income: Designed to
provide a balanced mix of capital appreciation
and current income to investors with a moderate
risk tolerance and an intermediate time horizon,
(usually 5-10 years.)
5 - Growth: Designed to provide capital
appreciation and some current income to
investors with an above average risk tolerance
and a longer time horizon, (usually 10 or more
years.)
6 - Aggressive Growth: Designed to
provide capital appreciation to investors with a
high risk tolerance and a longer time horizon,
(usually 10 or more years.) |
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Total return and principal value will vary so
that an investor’s shares, when redeemed, may be
worth more or less than their original cost. An
investor should consider the investment
objectives, risks, charges and expenses of the
fund carefully before investing. This and other
information about Accessor Funds is contained in
the prospectus. A free copy of the current
prospectus of Accessor Funds, Inc. which
describes in detail the investment policies, all
fees and expenses and other matters which may be
of interest to a prospective investor is
available through The Investor Group at TheBANK
or by calling 618/656-0057or
1-888-40-TRUST.
The Accessor
Funds are mutual funds and are managed and
administered by Accessor Capital Management LP.
Accessor is a registered trademark of Accessor
Capital Management LP.
Accessor Funds are
distributed by SEI Investments Distribution Co.,
which is not affiliated with Accessor Capital
Management, TheBANK of Edwardsville ("TheBANK") nor
The Investor Group at TheBANK.
Contact The Investor Group at TheBANK today
to learn more
about our Custom Select
Investments Account.
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