BUSINESS SUMMARY

• 20-year history of providing unbiased investment advice to institutional and private investors
• Independently owned and operated by active employees
• All revenue derived from client services
• Registered investment advisor and independent broker-dealer

CLIENTS SERVED

Institutional Investors

• Retirement Plan Sponsors (Qualified and Nonqualified)
• Foundations and Endowments
• Corporate, Government and Non-Profit Entities

Private Investors

• Private Business Owners
• Corporate Executives
• Affluent Families
• Professional Athletes
• Retirement Plan Participants