Documents

 

Title Description  
A Message from the Advisor (1/3/2012)

Fourth Quarter and 2011 Performance Review

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A Message from the Advisor (10/1/2011)

Third Quarter 2011 Performance Review

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Message from the Advisor (7/1/2011)

Second Quarter 2011 Performance Review

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Message from the Advisor (4/4/2011)

First Quarter 2011 Performance Review

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Message from the Advisor (1/2/2011)

Fourth Quarter and Year 2010 Review

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A message from the advisor (10/2/2010)

Third Quarter 2010 Performance Review

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A message from the Adviser (7/08/2010)

Second Quarter 2010 Performance Review

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MIZĀN Now Available Through Nationwide

Hand Benefits & Trust Press Release annoucing the availability of MIZĀN on Nationwide

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R1 Fact Sheet

Here are the most recent fund performance sheets for the MIZĀN funds. These are updated quarterly.

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R2 Fact Sheet

Here are the most recent fund performance sheets for the MIZĀN funds. These are updated quarterly.

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R3 Fact Sheet

Here are the most recent fund performance sheets for the MIZĀN funds. These are updated quarterly.

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MIZĀN Marketing Brochure

This brochure covers all the information on the MIZĀN Funds and why it is a great addition to your qualified retirement plan. Please feel free to download and print or email .(JavaScript must be enabled to view this email address) to request printed materials for presentations and proposals.

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Adding the MIZĀN Fund to your plan

This document explains all the necessary steps to adding the MIZĀN fund to your plan.

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Checklist Application

This application is the the first step to adding the MIZĀN Fund to your plan. Please make sure to complete all fields and email to .(JavaScript must be enabled to view this email address) or fax to 315.292.6489.

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MIZĀN Sample Agreement

Sample Participation Agreement from HB&T used for the MIZĀN funds

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