Under Investment Solutions, we reference a variety of options our Clients may access through AFM Investment Strategies.
The Investor Profile, as it regards net worth and/or invested capital and minimum investment requirements is as follows: |
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Relative Return Strategies
Access-Alpha Relative Return (Separately Managed Accounts)
(Also available in Variable Annuities)
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Suitable for most serious investors |
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Minimum Investment: $50,000 |
Absolute Return Strategies
Access-Alpha Absolute Return (Separately Managed Accounts)
Non Insurance Dedicated Fund(s) - 3(c)7 Series & 3(c)1
Insurance Dedicated Fund(s) - 3(c)7 Series & 3(c)1
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Qualified Purchaser: Client Qualifications |
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Minimum Investment:
PPVUL Survivorship PPVUL ($1MM single Prem. or $500K for 5 years)
PPVA ($500,000) |
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