You can become a client of Acker Finley Inc. ("Acker Finley") with a minimum investment of $150,000 in any one of our funds. By choosing this approach, you benefit from the strong, consistent performance of our funds and receive:

Here’s the process we’ll follow with you:

• Consultation with a knowledgeable investment advisor
• Access to Acker Finley’s full team of investment specialists
• Ability to conduct transactions by telephone
• Personalized, quarterly performance reports
• Online access to your accounts, which are updated daily
• Monthly fund reports
• Quarterly Review & Strategy newsletter

When you invest in Acker Finley Funds through us, there are no front-end or deferred sales charges on your purchases. The only fees that apply are the management expense ratios (MERs) of the funds held in your account.