Managed Account Program

Contact Information:

J. Christian Feduchak, Senior Vice President, Director of Managed Account Programs
(513) 325-8655
cfeduchak@toddinvestment.com
AL, AK, AZ, CA, CO, FL, GA, HI, ID, LA, MS, MT, NV, NM, NC, OR, SC, TX, UT, WA, WY

Christopher A. Bennett, Regional Director - Managed Account Programs
(502) 417-3042
cbennett@toddinvestment.com
CT, DC, DE, IL, IN, KY, MA, MD, ME, MI, NH, NJ, NY, OH, PA, RI, TN, VA, VT, WV

Michael K. Green, CTFA, Regional Director - Managed Account Programs
(216) 406-6874
mgreen@toddinvestment.com
AR, IA, KS, MN, MO, NE, ND, OK, SD, WI

Diana DeCuir Fish, Internal Marketing Manager - Managed Account Programs
(502) 585-3121 x 226
ddfish@toddinvestment.com

Sara B. DeVere, Marketing Assistant - Managed Account Programs
(502) 585-3121 x 355
sdevere@toddinvestment.com

Currently, we are participating with the following firms:

• Advisorport, Inc.
• Capital Analysts Incorporated
• Charles Schwab & Co., Inc.
• Cleary Gull
• Edward D. Jones & Co., LP
• Envestnet Asset Management
• Ferris Baker Watts
• 1st Global Advisors, Inc.
• FundQuest Incorporated
• LPL Financial Services
• Placemark Investments, Inc.
• RBC Dain Rauscher
• Robert W. Baird & Co.
• Stifel, Nicolaus & Company

Marketing Materials

Large Cap Equity SMA Flyer
Todd's Perspective

Available to Broker/Dealers only, by Request

Large Cap Equity SMA Brochure
Separately Managed Accounts Flyer
Cost of Ownership Flyer
Talking Points
Charts of Interest