Se{ectOne The Right Choice

An Introduction to SelectOne

WelcoIne to SelectOne

WEALTH MANAGEMENT IS A SERIOUS ENDEAVOR that calls for skill, trust, commitment and responsibility; but mostly it demands performance.

In an effort to give your Investment Advisor the best tools to help facilitate the demand for performance, SelectOne has partnered with a variety of strategic and tactical strategists. There are many options within this program providing your advisor the flexibility and autonomy necessary to help you achieve your investment objectives.

When you've worked hard to build a legacy and accumulate assets, you want the security of knowing that your advisor can offer objectivity with a proven product structure. SelectOne provides you with the right choices to help guide you towards your financial goals. In the pages ahead, you will see the benefits of this unique program.

Se{ectOne The Right Choice

The Right Choice Your Personal Investment Advisor is Firmly Committed to Your Success

In today's ever changing environment, you need to have a proven investment professional on your side to help navigate the financial landscape. SelectOne gives you professional guidance using an asset -based fee structure, eliminating the worry of a commission-driven salesperson.

One of the most important aspects of your relationship with your advisor is the assurance of shared goals and vision.

With SelectOne's percentage based compensation structure, you can be confident that your investment objective remains your advisor's top priority and will not be biased by commission-driven compensation. Your advisor is firmly committed to your success and truly is a partner in your vision. This structure assures that no matter which strategy you select, you will be choosing one of the premier wealth management programs available.

The Investment Decisions You Make Today May Determine Your Standard of Living for Tomorrow

Whether you are saving for a home, retirement or children's education, one of your more challenging tasks may be selecting the right investment plan to meet those goals.

Today, investors are faced with virtually an unlimited number of investment options. Making the appropriate investment choices and implementing an investment strategy requires the ability to:

• Balance expectations • Reduce portfolio risks • Provide consistent returns • Stay focused on your goals

If you are not sure how to invest in today's market, the SelectOne program, in conjunction with your advisor, can point you in the right direction. SelectOne offers:

• Ongoing consultative services • Consolidated record keeping • Complete, easy-to-understand performance

reports • Comprehensive account reporting

Tile Rigilt Ciloice SelectOne is an Investment Program with a Variety of Models and Management Strategies

SelectOne serves clients with a wide range of investment levels, objectives, risk tolerances, and time horizons. The portfolios we develop leverage expertise and brand recognition of leading investment management firms and utilize turnkey multi-manager, unified management account allocation strategies.

SelectOne has developed partnerships with leading asset management firms to not only help you create wealth, but to help you preserve the wealth you have worked so hard to accumulate.

SelectOne Maintains Partnerships with Leading Investment Management Firms & Product Providers

The variety of strategies employed by these companies allow you to develop an investment plan that reflects your personal financial goals and tolerance for risk.

SelectOne is Dynamic

• We are continually adding new managers and portfolios

• With many managers on one platform, you will be able to move into and out of portfolios with ease

LORING fi WARD Innealta CAPI T AL

SelectOne ~ BY PORTFOLIO DESIGN ADVISORS

MnRNINGSTAW PHOEN IX

@ Forlines Global Investment Management

jbbotsOTI. a Morningstar company

The Right Choice Advantages of Unified Managed Accounts

• The simplicity of a single professionally managed account with the sophistication of a complete wholistic approach

• Provide access to expertise from leading investment management firms • Account customization and increased diversification of investment strategies based

on tax, risk, restrictions, legacy assets, and other criteria

SelectOne gives you the flexibility to blend many different models from different strategists into a single Unified Managed Account

To Learn More About The SelectOne Portfolios, Please Contact Your Financial Advisor

http://www.selectone.us

Tile Rigilt Ciloice Notes

Se{ectOne The Right Choice