Programs

PageOne Financial offers a wide range of investment choices designed to fit the investment objectives of most investors.

The Risk Profile Questionnaire can help determine the appropriate PageOne program with regards to risk aversion, time horizon, and other factors.

PageOne Financial's Heritage Series programs are also available.

What types of Investment vehicles can use PageOne Financial's programs?

The Advisor Series programs - SIP Plus, Founders, Investors, Investors II, and Sector Rotation - are available in their complete forms on the Fiserv ISS platform. The Advisor Series programs are also available with most variable annuity products and select mutual fund groups. When custodied at a VA/VUL or mutual fund group, the program will be customized to the basket of subaccounts/funds available; some fund categories may not be available.

The Heritage Series programs - Strategic Income Plan (SIP) and Active Sector Allocation & Protection (ASAP) - are available at many mutual fund groups and VA/VUL products.

Please call Sean Burke at (800) 733-6228 for details or if you have any questions.