1. TIPS TOOLS IDEAS PRODUCTS SUPPORT
A Turnkey Asset Allocation Solution
To Help You Build Your Practice
1. Add value to your practice by leveraging
the insights of the American Express
Capital Markets Committee
Six funds created through a disciplined, professional asset allocation
process — led by the American Express Capital Markets Committee —
are constantly monitored and periodically reallocated.
2. Reduce relationship risk by avoiding
the pitfalls of individual fund selection
A combination of American Express® Funds and American Express®
A series of six asset
allocation funds covering
the entire risk/return
Partners Funds provides instant diversification — both domestically spectrum.
and internationally — across investment styles, sectors and
market capitalizations.
3. Streamline account management, saving time to
focus on serving complex client account needs
Enables you to monitor performance with a single ticker symbol. You can
easily reallocate assets by exchanging into another AXP Portfolio Builder
fund when your clients’ situation or risk tolerance changes.
▲ Six Fund Options AXP® Portfolio Builder
Higher Return Potential
Total Equity Fund
AXP® Portfolio Builder
Aggressive Fund
AXP® Portfolio Builder
Moderate Aggressive Fund
AXP® Portfolio Builder
Moderate Fund
AXP® Portfolio Builder
Moderate Conservative Fund
AXP® Portfolio Builder
Conservative Fund
Lower Risk Higher Risk
For Broker-Dealer use only. Not approved for use with clients.