| Investment Vehicle |
Stocks, bonds, no-load mutual funds. Accounts are held in brokerage at TD Waterhouse |
| Strategy |
Strategic Asset Allocation designed around current investments. Tactical reallocation based on market and investment changes. |
| Who Should Consider This Strategy |
Investors with existing portfolios who wish to achieve a greater level of efficiency through effective diversification. |
Fee Schedule**
|
| Managed Assets |
Annual Rate |
| $200,000 to $499,999 |
1.25% |
| $500,000 to $999,999 |
1.00% |
| $1,000,000 or more |
.75% |
|
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