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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.
TIPS
AXP    PORTFOLIO
                                Use these sales materials to engage your clients and prospects.

                             BUILDER          SERIES



T OOLS
                                                                                                                              Postcards
  An Investor Guide describes the benefits of
                                                                                                                              230585 IRA rollovers
  asset allocation and diversification and gives                                                                              230586 Education savings
  an overview of AXP Portfolio Builder Series.                                                                                230587 Small business
  Client letters and postcards provide an                                                                                            retirement plans
  opportunity for you to introduce AXP Portfolio
                                                                                                                              Client Letters
  Builder Series.                                                                                                             Available on
                                                      Investor Guide (client use)      Client Postcards
                                                      230584                                                                  Advisor Connect




I DEAS
                                                                                                                              Topical Investor Insights
  Investor Insights focus on IRA rollovers,                                                                                   230593 IRA rollovers
  education savings and small business                                                                                        230592 Education savings
  retirement plans. They discuss the need for                                                                                 230594 Small business
  simplified asset allocation and maximum                                                                                             retirement plans
  diversification. The Capital Markets Outlook
  newsletter reviews global investment
                                                      Investor Insights (client use)   Capital Markets Outlook (client use)
  dynamics each quarter.                                                               23869




P RODUCTS
                                                                                                                              At-a-glance Flyers are not
  A Profile illustrates the investment strategy,                                                                              supply items. Available in the
  objective and risk/return profile of each of                                                                                American Express Funds
  the six funds. At-a-glance Flyers focus on                                                                                  section of Advisor Connect.
  the various risk/return profiles offered by
  AXP Portfolio Builder Series. Quarterly fund                                                                                Coming Soon!
  commentary will review periodic reallocation                                                                                On-line quarterly client-use
                                                       Profile (client use)            At-a-glance Flyers (client use)        fund commentary beginning
  decisions.                                           230595                          On-line Only                           late April 2004.




S UPPORT
  An Advisor Overview details how AXP Portfolio
  Builder Series can help you build your practice.
  A CD-ROM contains a library of tools, videos
  and resources to help you market AXP Portfolio
  Builder Series.
                                                                                         Advisor CD-ROM
                                                                                         230603
                                                      Advisor Overview
                                                      230597
How to Order
 Option 1: Complete form #100008 and                 Option 2: Email your order to the                      Option 3: Call American
 fax to (612) 460-2400, or order through             distribution center nearest you.                       Express Funds Sales Consulting
 your authorized order placer.                                                                              at (888) 671-3237, Option 4.

                                   For Broker-Dealer use only. Not approved for use with clients.


 American Express Funds         American Express Financial Advisors Inc. Member NASD.
 2741 AXP Financial Center      American Express Company is separate from American Express
 Minneapolis, MN 55474
                                Financial Advisors Inc. and is not a broker-dealer.
 americanexpress.com
                                © 2004 American Express Financial Corporation
                                All rights reserved.                                                                                     230599 A (2/04)

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Ti Ps Sheet 230599

  • 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.
  • 2. TIPS AXP PORTFOLIO Use these sales materials to engage your clients and prospects. BUILDER SERIES T OOLS Postcards An Investor Guide describes the benefits of 230585 IRA rollovers asset allocation and diversification and gives 230586 Education savings an overview of AXP Portfolio Builder Series. 230587 Small business Client letters and postcards provide an retirement plans opportunity for you to introduce AXP Portfolio Client Letters Builder Series. Available on Investor Guide (client use) Client Postcards 230584 Advisor Connect I DEAS Topical Investor Insights Investor Insights focus on IRA rollovers, 230593 IRA rollovers education savings and small business 230592 Education savings retirement plans. They discuss the need for 230594 Small business simplified asset allocation and maximum retirement plans diversification. The Capital Markets Outlook newsletter reviews global investment Investor Insights (client use) Capital Markets Outlook (client use) dynamics each quarter. 23869 P RODUCTS At-a-glance Flyers are not A Profile illustrates the investment strategy, supply items. Available in the objective and risk/return profile of each of American Express Funds the six funds. At-a-glance Flyers focus on section of Advisor Connect. the various risk/return profiles offered by AXP Portfolio Builder Series. Quarterly fund Coming Soon! commentary will review periodic reallocation On-line quarterly client-use Profile (client use) At-a-glance Flyers (client use) fund commentary beginning decisions. 230595 On-line Only late April 2004. S UPPORT An Advisor Overview details how AXP Portfolio Builder Series can help you build your practice. A CD-ROM contains a library of tools, videos and resources to help you market AXP Portfolio Builder Series. Advisor CD-ROM 230603 Advisor Overview 230597 How to Order Option 1: Complete form #100008 and Option 2: Email your order to the Option 3: Call American fax to (612) 460-2400, or order through distribution center nearest you. Express Funds Sales Consulting your authorized order placer. at (888) 671-3237, Option 4. For Broker-Dealer use only. Not approved for use with clients. American Express Funds American Express Financial Advisors Inc. Member NASD. 2741 AXP Financial Center American Express Company is separate from American Express Minneapolis, MN 55474 Financial Advisors Inc. and is not a broker-dealer. americanexpress.com © 2004 American Express Financial Corporation All rights reserved. 230599 A (2/04)