The Client Direct Series portfolios are offered to self-directed investors who do not seek professional advice about choosing among the available investment options. Click here for a list of participating Maine banks where you may pick up a free NextGen Client Direct Series enrollment kit.

The Client Select Series portfolios are designed for individuals seeking advice and guidance from a financial advisor. Maine resident account owners (or accounts opened for Maine resident beneficiaries) may purchase the Client Select Series portfolios through certain Maine financial advisors. Click here for a list of the Maine financial advisors offering the NextGen Client Select Series.