Custom strategies

Common questions:

Q: The security I want to use (e.g. AMZN) isn't available. What should I do?

A: A fund/security can only be added to a strategy if it is on the approved list. Contact NSInvestments with any questions.

Q: What's the difference between a Core or Strategic strategy?

A: Strategies are generally classified as being either Core or Strategic.

• Core strategies typically contain fewer funds; those funds also tend to be blend funds (e.g. Large Cap Blen, Mid Cap Blend, etc.)
• Strategic strategies, conversely, contain more funds (and are typically used with larger account sizes). The funds tend to be more specific (e.g. Large Cap Value, Large Cap Growth, etc.)

Q: What if I'm looking for help or want a 2nd opinion on my custom strategy?

A: Contact NSInvestments

Q: I don't see the "Add new strategy" button. What's wrong?

A: If you want the ability to create a new strategy, contact support@symplany.com