Old Mutual Capital, Inc.
Old Mutual Capital, Inc., (OMCAP) and its wholly-owned subsidiary, Old Mutual Investment Partners, offer unique and timely investment solutions including asset allocation funds, sub-advised mutual funds and separately managed accounts. All are managed by world class institutional asset managers which are either affiliates or partners with Old Mutual Asset Management (OMAM), a multi-national asset management business with more than $230* billion in assets under management.
Multi-Manager Diversification
Old Mutual Capital believes that managers who live and breathe their investment approach have the conviction to stay true to their style through various phases of the market cycle. That is why it created a lineup of mutual funds and managed accounts that leverage the discipline and experience of OMAM's specialized institutional money management firms and partnerships. Old Mutual Capital brings individual investors the same high standards and style consistency that are the hallmarks of institutional investment management.
This information has been provided as a courtesy to you at your request and does not replace or supersede your customer account statement. In the case of any conflict, the information on your customer account statement shall control; we do not guarantee the accuracy of this information.
Reported policy information only reflects information that we have received in good order and have processed pursuant to our rules and deadlines. Reported transfers and values may only be current as of the last previous business day the New York Stock Exchange was open. Pending changes and transactions may not be reflected in our reported information. Variable annuities are issued by OM Financial Life Insurance Company, Baltimore, MD, and are offered through Old Mutual Financial Network Securities, Inc., members FINRA.
Investment options are available as subaccounts of the separate account of OM Financial Life Insurance Company. The underlying portfolios of the subaccounts are NOT publicly traded mutual funds, and are NOT the same as publicly traded mutual funds with very similar names.
Even if the investment objectives and policies of some underlying portfolios available through the contract's subaccounts may be very similar to the investment objectives and policies of publicly traded mutual funds that may be managed by the same investment adviser, the investment performance and results of the portfolios available under the Contract may vary significantly from the investment results of such other publicly traded mutual funds. The portfolios are designed primarily as investments for variable annuity and variable life insurance policies issued by insurance companies.
Beacon Navigator flexible premium variable annuity contract is offered on a group or individual basis as determined by state availability. Group Certificate FGL FPDVA-C 2006 and Individual Form FGL FPDVA 2006, et al. Optional provisions and riders have limitations, restrictions and additional charges except where noted, and are subject to state availability.For the exact terms and conditions, refer to the contract.
Asset allocation portfolios and models provide allocations determined to be consistent with an investment risk profile. The investor chooses whether or not to select an asset allocation portfolio or model and the subsequent recommended allocation changes. Implementation does not guarantee a profit or protect against a loss.
An investment in money market investment options is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other
government agency. Money market investments seek to preserve the value of your investment at $1.00 per share, but include risk of loss, including
principal.
Beacon Navigator is offered by prospectus only. Before investing, carefully consider the investment objectives, risks, fees, and other important information about the contract issuer and underlying portfolios. This information can be found in the contract and portfolio prospectuses. You can obtain copies from us. Read the prospectuses carefully and consider these factors before investing.
