| S&P Top Picks provides pre-packaged portfolios
comprised of specific stocks that are hand-picked by Standard & Poor's highly-regarded analysts. |
| MyLinkTM is our new industry-leading online service, giving you access to personalized, relevant and timely financial information specific to your holdings, enabling you to make better investing decisions. |
| 5 Star Program® receive $9.95 flat fee pricing and other great privileges including access to the 5 Star Relationship Team. |
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Superior Research through expert analyst ratings give you the competitive edge you need to stay successful. |
| Our Asset Allocator helps determine an asset allocation mix that will help you reach your investment goals. |
| Interactive Learning gives you expert seminars and the latest investing webcasts right at your fingertips. |
| Model Portfolios offer a mix of investments that suit your specific risk tolerance and investment objectives to maximize returns and minimize risk |
| Portfolio Rebalancing brings your portfolio in line with your plan. See where you stand, where you want to be, and how to get there. |