Client Objectives

Equity Allocation

(Research Process)

Research

·   Fundametrics® Analysis

·   Industry/Sector Fundamentals

·   Stock Fundamentals

·   Qualitative Analysis

Portfolio Construction

·   Strict "Buy" Discipline

·   Diversification

·   Industry/Sector Weightings

·   Market Capitalizaitons

·   Equal Weighting

·   Tax Considerations

Portfolio Management

·   Strict "Sell" Discipline

·   Weekly Review of Holdings

·   Rebalance of Positions

·   Reinvest Liquid Assets