| Investment Vehicle |
Individually owned securities through SEI Private Trust Company or maney managers offered through Lockwood Financial Services. |
| Strategy |
Customized investment accouts, based on the investors financial goals, providing flexibility of design and cost basis control through invdividually owned securities. |
| Who Should Consider This Strategy |
Investors who want the highest level of money management, the ability to individualize their portfolio and control taxes. |
Fee Schedule**
|
Fees vary depending on the asset class model, the money managers used and the volume of assets under management. 1.05% to 2.00% annually. |