Minimum investments
| Initial | $1,000,000 |
Brokerage availability
| Pershing FundCenter | CommonWealth PPS |
| Fidelity Retail FundsNetwork | Fidelity Institutional FundsNetwork |
| Raymond James | Raymond James WRAP Eligible |
| CommonWealth Universe | DailyAccess Corporation RTC |
| DailyAccess Corporation FRIAG | Scottrade TF |
| TIAA-CREF Brokerage Services | Pershing FundVest NTF |
| Morgan Stanley Consulting Group Advisor | TD Ameritrade Retail |
| TD Ameritrade Institutional | TD Ameritrade Retail NTF |
| TIAA-CREF NTF | Morgan Stanley Portfolio Management |