Access Fund Management
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:

Relative Return Strategies

Access-Alpha Relative Return (Separately Managed Accounts)
(Also available in Variable Annuities)

•

Suitable for most serious investors

•

Minimum Investment: $50,000

Absolute Return Strategies

Access-Alpha Absolute Return (Separately Managed Accounts)

•

Qualified Client: Client Qualifications

•

Minimum Investment: $2,500,000


Non Insurance Dedicated Fund(s) - 3(c)7 Series & 3(c)1

•

Qualified Client: Client Qualifications

•

Minimum Investment: $500,000


Insurance Dedicated Fund(s) - 3(c)7 Series & 3(c)1

•

Qualified Purchaser: Client Qualifications

•

Minimum Investment:
PPVUL Survivorship PPVUL ($1MM single Prem. or $500K for 5 years)
PPVA ($500,000)


FOR USE ONLY BY BROKER DEALERS, INVESTMENT MANAGERS, AND ADVISORS WHICH ARE UNDER AGREEMENT WITH ACCESS FUND MANAGEMENT, LLC AND AN INSURANCE CARRIER OFFERING PRIVATE PLACEMENT INSURANCE PRODUCTS WITH AFM AS ONE OF THE UNDERLYING MONEY MANAGERS OR A PRE-QUALIFIED CLIENT OF THE SAME. NOT TO BE USED WITH THE GENERAL PUBLIC.