Documents

 

Title Description  
A Message from the Advisor (12/31/2015)

Fourth Quarter 2015 Performance Review

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A Message from the Advisor (10/19/2015)

Second Quarter 2015 Performance Review

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A Message from the Advisor (7/19/2014)

Second Quarter 2014 Performance Review

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A message from the Advisor (04/15/2014)

First Quarter 2014 Performance Review

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A message from the Advisor (01/02/2014)

Fourth Quarter 2013 and Annual Performance Review

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A message from the Advisor (10/01/2013)

Third Quarter 2013 Performance Review

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A message from the Advisor (7/15/2013)

Second Quarter 2013 Performance Review

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A message from the Advisor (10/5/2012)

Third Quarter 2012 Performance Review

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A message from the Advisor (7/6/2012)

Second Quarter 2012 Performance Review

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A Message from the Advisor (04/09/2012)

First Quarter 2012 Performance Review

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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 MIZAN@bpas.com 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 MIZAN@bpas.com 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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