Using a four step process that starts by evaluating each investor's goals, risk tolerance, and investment preferences, and then designs a diversified portfolio of top mutual funds to meet those goals, investors then construct their portfolio at Net Asset Value. Although shares are purchased without a sales load, there are annual fees and expenses associated with these investments. They then receive quarterly management reports, which monitor the progress of the portfolio. Adjustments to the portfolio can be made at any time without a transaction fee.

Please contact a Source Capital representative for a complete information package, or e-mail Lori Maxey lmaxey@sourcegrp.com and request your Mutual Fund Choice information package.