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Financial Management Strategies, Inc.
9050 Sweet Valley Drive
Valley View, Ohio 44125
(216) 642-1099


Managed Account Fund Information

Below are funds available through various FMS Managed Portfolios. Please refer to your plan sponsor’s fund list to determine if a particular fund is available as an investment option on your plan.

Please Note: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact Jeffrey Knox at 216-642-1099 to obtain a prospectus, which should be read carefully before investing or sending money.


Bond and Guaranteed Fund Options

Dreyfus/Standish Global Fixed Income I 
Fund Info      Prospectus

Fidelity Advisor High Income Advtg I 
Fund Info      Prospectus

Janus Flexible Bond I 
Fund Info      Prospectus

Metropolitan West Total Return Bond I 
Fund Info      Prospectus 

TCW Core Fixed-Income I 
Fund Info      Prospectus

Fidelity Floating Rate High Income 
Fund Info      Prospectus

Oppenheimer Senior Floating Rate Y  
Fund Info      Prospectus

Pioneer Floating Rate Y 
Fund Info      Prospectus

Dodge & Cox Income 
Fund Info      Prospectus

Commerce Bond
Fund Info      Prospectus

Prudential Total Return Bond Q
Fund Info      Prospectus

Vanguard Interm-Term Bond Index Adm 
Fund Info      Prospectus

Vanguard Long-Term Treasury Admiral 
Fund Info      Prospectus

Neuberger Berman Strategic Income I 
Fund Info      Prospectus

Eaton Vance Government Obligations I 
Fund Info      Prospectus

Weitz Short-Intermediate Inc Instl 
Fund Info      Prospectus

Thornburg Limited Term Income Instl 
Fund Info      Prospectus

Janus Short-Term Bond I 
Fund Info      Prospectus

iShares 1-3 Year Treasury Bond
Fund Info      Prospectus

iShares 1-3 Year Credit Bond
Fund Info      Prospectus

Victory INCORE Fund for Income I 
Fund Info      Prospectus


Large Cap Stock Funds

Alger Spectra Z
Fund Info      Prospectus

Oakmark Institutional 
Fund Info      Prospectus

Edgewood Growth Instl
Fund Info      Prospectus

Cohen & Steers Preferred Sec & Inc I
Fund Info      Prospectus

SunAmerica Focused Dividend Strategy W 
Fund Info      Prospectus

Yacktman 
Fund Info      Prospectus

Sit Dividend Growth S 
Fund Info      Prospectus

Deutsche S&P 500 Index S 
Fund Info      Prospectus

Fidelity Advisor® New Insights Z 
Fund Info      Prospectus

First Trust Value Line Dividend ETF
Fund Info      Prospectus

Vanguard Dividend Appreciation Index Adm
Fund Info      Prospectus

PowerShares Dynamic Large Cap Value ETF 
Fund Info      Prospectus

Vanguard 500 Index Admiral 
Fund Info      Prospectus


Mid-Cap Stock Funds

iShares Core S&P Mid-Cap
Fund Info      Prospectus 

Principal MidCap S&P 400 Index Fund

Fund Info      Prospectus


Small-Cap Stock Funds

Fidelity Small Cap Discovery 
Fund Info      Prospectus

Undiscovered Managers Behavioral Value Inst 
Fund Info      Prospectus

Hodges Small Cap Institutional 
Fund Info      Prospectus

Principal SmallCap S&P 600 Index
Fund Info      Prospectus


Global and International Funds

Driehaus Emerging Markets Growth 
Fund Info      Prospectus

Oakmark International Institutional 
Fund Info      Prospectus

Oppenheimer Global Value Y 
Fund Info      Prospectus

Oppenheimer International Growth Y 
Fund Info      Prospectus

Oppenheimer Developing Markets Y 
Fund Info      Prospectus

Delaware Emerging Markets Instl 
Fund Info      Prospectus

Aberdeen Emerging Markets Instl 
Fund Info      Prospectus

DFA Emerging Markets Core Equity I 
Fund Info      Prospectus

DFA Emerging Markets I 
Fund Info      Prospectus

Oppenheimer Global Opportunities Y 
Fund Info      Prospectus


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