MLP and Midstream Energy Investment Options

MLP Total Return

Structure
Separate Account Program
Inception
January 2003
# of Holdings
Typically 24-28
Turnover
Typically 20-30% annually

MLP Quality Core

Structure
Separate Account Program
Inception
January 2010
# of Holdings
Typically 14-18
Turnover
Typically 15-25% annually

MLP Private Partnerships

For more information on MLP Partnerships please contact Curt Pabst, Managing Director at (713) 952-3550 or [email protected]

MLP Mutual Fund

Structure
Mutual Fund
Inception
September 2012
# of Holdings
Typically 30-40
Turnover
Typically 20-30% annually
Tax Reporting
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