The information contained in this document is for background purposes only, does not purport to be full or complete, does not constitute investment advice and may not be relied on. In particular, strategies have been and will continue to be adjusted, modified, developed, added and/or removed, and there can be no assurance that the Fund will in the future exhibit the same target risk allocations or other characteristics noted herein. On the contrary, these characteristics will change in the future, perhaps materially. No prospective investor should invest based on the information contained herein.


Elizabeth Slover

Advisory Board Member

• Industry Leader, U.S. Equities

• Executive at Mellon Investments

• Director of Global Research and Portfolio Manager at The Boston Company

• Equity Research Group – Chancellor LGT Asset Management

• Equity Research – Smith Barney

• BA – Political Science from Union College