| Bermuda
based bank owned by Gibbons Group (owner of Colonial Group)
Fund: Deposit
Objective: Provides a temporary safe haven for funds close to
maturity and during periods of stock market volatility
Fund: Colonial Managed
Objective: To provide a competitive long-term, risk-adjusted rate of return to investors. This is an actively managed fund which invests in highly liquid, diversified portfolio of investment funds as well as individual securities.
Fund: Preferred Shares
Objective: To achieve long term capital appreciation and high current income through investment in NYSE traded preferred equity shares. Investments will be selected on the basis of superior dividend yield of those companies with investment grade or higher credit ratings and may include traditional preferred, redeemable preferred, trust preferred, third party preferred and exchange traded debt securities as well as over the counter debt securities and euro dollar debt securities that meet the credit quality described above. The manager only invests in investment grade preferred stocks that are tax exempt and is therefore limited by the number of issues.
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