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Marshall Asset Allocation Program (MAAP) portfolios are not mutual funds, but are individually managed accounts of Marshall & Ilsley Trust Company N.A. MAAP portfolios are invested in mutual funds in accordance with a model investment strategy. Asset allocation among funds varies from time to time. MAAP account management fees are in addition to fees and expenses charged by mutual funds held in your accounts. For more complete information on mutual funds (including fund fees and expenses) available through the program, call 1-800-282-3220 for prospectuses. You should consider the fund's investment objectives, risks, charges and expenses carefully before you invest. Information about these and other important subjects is included in the fund's prospectuses, which you should read carefully before investing. Investment involves risk. Market conditions and trends will fluctuate. The value of an investment, as well as income associated with investments, may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not necessarily a guide to future performance.
M&I Investment Management Corp., the investment adviser to the MAAP portfolios, is a registered investment adviser. The Marshall Asset Allocation Program is available through representatives of Marshall & Ilsley Trust Company N.A. and authorized financial institutions.
M&I Wealth Management offers products and services through various affiliates of Marshall & Ilsley Corporation, including Marshall & Ilsley Trust Company N.A., M&I Investment Management Corp., M&I Financial Advisors, Inc. (member FINRA/SIPC, maintaining its principal offices at 111 E. Kilbourn Ave., Milwaukee, WI 53202), North Star Trust Company, North Star Deferred Exchange Corp. and Taplin, Canida & Habacht, LLC. Insurance coverage is underwritten by a number of insurers. Insurance products are the obligation of the insurance company. Banking services are provided by M&I Marshall & Ilsley Bank or M&I Bank FSB, Members FDIC.
This website is intended for informational purposes only and is not intended to provide a complete description of Marshall Asset Allocation Program (MAAP) products or services. It should not be construed as investment advice or relied upon in making an investment decision. Information on this website is intended for U.S. residents only and does not constitute as an offer for products or services, or a solicitation of an offer in any jurisdiction in which such solicitation or offer would be unlawful.
Not FDIC Insured | No Bank Guarantee | May Lose Value
Copyright 2010. Marshall & Ilsley Corporation. All Rights Reserved.
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