Fiduciary Models / Core Lineup

FSP 10-year Mandate Platform
Our core lineup has been evaluated using 10 year mandates and are as follows:

• Advisor Preferred FSP 338 Core Lineup (10-year)
  
  
  • Models were created for our partners using our fiduciary lineup:
    • Elite Fiduciary Models - Core 1
    • Elite Fiduciary Models - Core 2
    • Elite Fiduciary Models - Value Tilt
    • Elite Fiduciary Models - Socially Responsible

To see how the Domestic Models are invested compared to common Indexes, please view the chart below:

• Models vs. Indexes Chart

FSP 5-year Mandate Platform
Our core lineup and models have been evaluated using 5 year mandates and are as follows:

• Advisor Preferred FSP 338 Core Lineup (5-year)
• Partner Fiduciary Models