Minimum investments
| Initial | $250,000 | |
| AIP Initial | $50 | |
| AIP Additional | $50 |
Brokerage availability
| Protected Investors of America | CommonWealth PPS |
| Fidelity Institutional FundsNetwork | SunGard Transaction Network |
| CommonWealth Universe | DailyAccess Corporation RTC |
| Sterne, Agee & Leach, Inc., | Matrix Financial Solutions |
| HDVest - Wells Fargo | DailyAccess Corporation Mid-Atlantic |
| DailyAccess Corporation Matrix | DailyAccess Corporation MATC |