Thank You FPA NCA Sponsor Partners! PLATINUM SPONSOR ...
Thank You FPA NCA Sponsor Partners! We express our sincere appreciation to our fine sponsors, whose financial support helped make this program possible!
PLATINUM SPONSOR PARTNERS: Advisor Shares Altman and Associates American Century Investments Charles Schwab Advisor Services Fidelity Investments Invesco Thornburg Investment Management
Grow your business. Diversify your practice. Right now there are opportunities to grow your business. • Fidelity Advisor 401(k) Program • Retirement Income Planning Insights from Fidelity experts • Competitive investment products across asset classes
For more information, contact: Jeff Kulik, Senior Vice President Fidelity Investments Institutional Services Co., Inc. [email protected] or 301-518-1316
Russ Kubie, Vice President Fidelity Investments Institutional Services Co., Inc. [email protected] or 617-279-3492
Current board member of FPA Covering Planners who are commission- and/or fee-based planners
Wealth Advisor Services covering RIA fee-only planners
Not FDIC Insured • May Lose Value • No Bank Guarantee For investment professional use only. Not NCUA or NCUSIF insured. May lose value. No credit union guarantee. Fidelity Investments & Pyramid Design is a registered service mark of FMR LLC.
Before investing, have your client consider the funds’ investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Have your client read it carefully. Products and services provided through Fidelity Personal & Workplace Investing (PWI) to investors and plan sponsors by Fidelity Brokerage Services LLC, Member NYSE, SIPC. Products and services provided through Fidelity Financial Advisor Solutions (FFAS) to investment professionals, plan sponsors, and institutional investors by Fidelity Investments Institutional Services Company, Inc. 581488.2.0
Explore Intentional Investing with Invesco ®
At Invesco, all of our people and all of our resources are dedicated to helping investors achieve their financial objectives. It’s a philosophy of investment excellence we call Intentional Investing®, and it guides the way we:
Manage investments Provide choices Connect with our clients
For more information, contact your Invesco Sales team at 800 337 4246 (Independent Advisor Division) or 800 421 4023 (RIA Division).
Explore Intentional Investing with Invesco.® invesco.com/intentional
Invesco Distributors, Inc.
Investing Globally? Think Thornburg Thornburg Global Opportunities Fund is a flexible and focused equity portfolio that leverages Thornburg’s renowned capacity as a global generalist manager, with holdings selected on a bottom-up basis via a disciplined, value-based framework. Visit thornburg.com/global to find out more.
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Overall Morningstar Rating, Class I Shares
Overall Morningstar Rating among 881 World Stock funds, based on risk-adjusted returns for Class I shares, using a weighted average of the fund’s three- and five-year ratings: five stars and five stars among 881 and 688 funds, respectively as of 12/31/14. To determine a fund’s Morningstar Rating™, funds with at least a three-year history are ranked in their categories by their Morningstar Risk-Adjusted Return scores. The top 10% receive 5 stars; the next 22.5%, 4 stars; the middle 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10% receive 1 star. The Risk-Adjusted Return accounts for variation in a fund’s performance (including the effects of all sales charges), placing more emphasis on downward variations and rewarding consistent performance. Other share classes may have different performance characteristics. © 2014 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Investments in the Fund carry risks, including possible loss of principal. Special risks may be associated with investments outside the United States, especially in emerging markets, including currency fluctuations, illiquidity, volatility, and political and economic risks. Investments in small capitalization companies may increase the risk of greater price fluctuations. Investments in the Fund are not FDIC insured, nor are they deposits of or guaranteed by a bank or any other entity. Class I shares may not be available to all investors. Minimum investments for the I share class may be higher than those for other classes.
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read it carefully before investing. Thornburg Securities Corporation, Distributor, 2300 North Ridgetop Road, Santa Fe, NM 87506 © 2015, Thornburg Investment Management
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thornburg.com | 800.369.3627
PLATINUM SPONSOR PARTNERS: Advisor Shares Altman and Associates American Century Investments Charles Schwab Advisor Services Fidelity Investments Invesco Thornburg Investment Management
Grow your business. Diversify your practice. Right now there are opportunities to grow your business. • Fidelity Advisor 401(k) Program • Retirement Income Planning Insights from Fidelity experts • Competitive investment products across asset classes
For more information, contact: Jeff Kulik, Senior Vice President Fidelity Investments Institutional Services Co., Inc. [email protected] or 301-518-1316
Russ Kubie, Vice President Fidelity Investments Institutional Services Co., Inc. [email protected] or 617-279-3492
Current board member of FPA Covering Planners who are commission- and/or fee-based planners
Wealth Advisor Services covering RIA fee-only planners
Not FDIC Insured • May Lose Value • No Bank Guarantee For investment professional use only. Not NCUA or NCUSIF insured. May lose value. No credit union guarantee. Fidelity Investments & Pyramid Design is a registered service mark of FMR LLC.
Before investing, have your client consider the funds’ investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Have your client read it carefully. Products and services provided through Fidelity Personal & Workplace Investing (PWI) to investors and plan sponsors by Fidelity Brokerage Services LLC, Member NYSE, SIPC. Products and services provided through Fidelity Financial Advisor Solutions (FFAS) to investment professionals, plan sponsors, and institutional investors by Fidelity Investments Institutional Services Company, Inc. 581488.2.0
Explore Intentional Investing with Invesco ®
At Invesco, all of our people and all of our resources are dedicated to helping investors achieve their financial objectives. It’s a philosophy of investment excellence we call Intentional Investing®, and it guides the way we:
Manage investments Provide choices Connect with our clients
For more information, contact your Invesco Sales team at 800 337 4246 (Independent Advisor Division) or 800 421 4023 (RIA Division).
Explore Intentional Investing with Invesco.® invesco.com/intentional
Invesco Distributors, Inc.
Investing Globally? Think Thornburg Thornburg Global Opportunities Fund is a flexible and focused equity portfolio that leverages Thornburg’s renowned capacity as a global generalist manager, with holdings selected on a bottom-up basis via a disciplined, value-based framework. Visit thornburg.com/global to find out more.
«««««
Overall Morningstar Rating, Class I Shares
Overall Morningstar Rating among 881 World Stock funds, based on risk-adjusted returns for Class I shares, using a weighted average of the fund’s three- and five-year ratings: five stars and five stars among 881 and 688 funds, respectively as of 12/31/14. To determine a fund’s Morningstar Rating™, funds with at least a three-year history are ranked in their categories by their Morningstar Risk-Adjusted Return scores. The top 10% receive 5 stars; the next 22.5%, 4 stars; the middle 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10% receive 1 star. The Risk-Adjusted Return accounts for variation in a fund’s performance (including the effects of all sales charges), placing more emphasis on downward variations and rewarding consistent performance. Other share classes may have different performance characteristics. © 2014 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Investments in the Fund carry risks, including possible loss of principal. Special risks may be associated with investments outside the United States, especially in emerging markets, including currency fluctuations, illiquidity, volatility, and political and economic risks. Investments in small capitalization companies may increase the risk of greater price fluctuations. Investments in the Fund are not FDIC insured, nor are they deposits of or guaranteed by a bank or any other entity. Class I shares may not be available to all investors. Minimum investments for the I share class may be higher than those for other classes.
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read it carefully before investing. Thornburg Securities Corporation, Distributor, 2300 North Ridgetop Road, Santa Fe, NM 87506 © 2015, Thornburg Investment Management
Like us on
Follow us on
Search for us on
www.facebook.com/thornburgfunds
www.twitter.com/thornburgfunds
www.linkedin.com
thornburg.com | 800.369.3627
