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


Retirement Account Fund Information

Below are funds available through various FMS Managed Retirement Plans. 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.

 



Stable Value

Federated Capital Preservation
Fact Sheet     Offering Circular


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  N
Fund Info      Prospectus

JPMorgan Total Return R5 
Fund Info      Prospectus

Vanguard Interm-Term Bond Index Adm
Fund Info      Prospectus

Metropolitan West Total Return Bd I
Fund Info      Prospectus 

TCW Core Fixed-Income I
Fund Info      Prospectus

Templeton Global Bond 
Fund Info      Prospectus

Loomis Sayles Strategic Income  
Fund Info      Prospectus

Vanguard Intermediate-Term Bond

Fund Info    Prospectus

Vanguard Total Bond Market Index Adm

Fund Info    Prospectus


Large Cap Stock Funds

Alger Spectra 
Fund Info      Prospectus

Oakmark I
Fund Info      Prospectus

AIG Focused Dividend Strategy Fund
Fund Info      Prospectus

T. Rowe Price Blue Chip Growth I 
Fund Info      Prospectus

Yacktman 
Fund Info      Prospectus

Vanguard 500 Index Fund
Fund Info      Prospectus

Columbia Select Large-Cap Value Y
Fund Info      Prospectus


Mid-Cap Stock Funds

Nicholas Equity Income I 
Fund Info      Prospectus 

Dreyfus/The Boston Co Sm/Md Cp Gr I 
Fund Info      Prospectus 

Vanguard MidCap Index Admiral 
Fund Info      Prospectus 

Principle Mid-Cap S&P 400 Index Inst
Fund Info      Prospectus 

Scout Mid Cap
Fund Info      Prospectus 


Small-Cap Stock Funds

Fidelity Small Cap Discovery 
Fund Info      Prospectus

Gabelli Small Cap Growth 
Fund Info      Prospectus

Undiscovered Managers Behavioral Val R6
Fund Info      Prospectus

Columbia Small Cap Index R5
Fund Info      Prospectus

Principal SmallCap S&P 600 Index
Fund Info      Prospectus

AMG Managers Cadence Emerging Cos I
Fund Info      Prospectus


Global and International Funds

Driehaus Emerging Markets Growth 
Fund Info      Prospectus

Aberdeen International Equity R  
Fund Info      Prospectus

Oakmark International I 
Fund Info      Prospectus

Oppenheimer Developing Markets Y 
Fund Info      Prospectus

Oppenheimer International Growth Y 
Fund Info      Prospectus

Thornburg Global Opportunities R6
Fund Info      Prospectus

Oppenheimer Global Value
Fund Info      Prospectus

Oppenheimer Global Opportunities Y 
Fund Info      Prospectus

Pear Tree Polaris Foreign Value R6
Fund Info      Prospectus

Vanguard Developed Markets Index Adm
Fund Info      Prospectus

Vanguard Emerging Markets Stock Index Adm
Fund Info      Prospectus


Specialty Funds

Cohen & Steers Real Estate Securities I 
Fund Info      Prospectus


Target Date Retirement Funds

American Funds 2020 R6
Fund Info      Prospectus

American Funds 2025 R6
Fund Info      Prospectus

American Funds 2030 R6
Fund Info      Prospectus

American Funds 2035 R6
Fund Info      Prospectus

American Funds 2040 R6
Fund Info      Prospectus

American Funds 2045 R6
Fund Info      Prospectus

American Funds 2050 R6
Fund Info      Prospectus



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