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p r e s e n t e d b y : Financial Professional’s Name Financial Professional’s Title

p r e s e n t e d b y : Financial Professional’s Name Financial Professional’s Title. Investing with Your Principles In Mind. Who is Money Concepts?. Money Concepts Is A Worldwide Network Of Financial Planning Centres Keyed To Individual, Family And Business Financial Planning.

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p r e s e n t e d b y : Financial Professional’s Name Financial Professional’s Title

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  1. p r e s e n t e d b y : Financial Professional’s Name Financial Professional’s Title Investingwith Your Principles In Mind

  2. Who is Money Concepts? Money Concepts Is A Worldwide Network Of Financial Planning Centres Keyed To Individual, Family And Business Financial Planning Formed In 1979 With The Corporate Mission Of Providing Professional Financial Planning To Everyone Money Concepts Is Associated With Money Concepts Capital Corp., A Broker Dealer And Member Of FINRA And SIPC Investingwith Your Principles In Mind

  3. Who is Lighthouse Investments? Lighthouse Investments Was Founded By Concerned Investors And Financial Advisors. Its Objective Was To Do What No Other Company Does . . . They Are Concerned Financial Advisors Investingwith Your Principles In Mind

  4. Who is Lighthouse Investments? Create Investment Tools To Invest According To Your Social Principles They Are Concerned Financial Advisors Investingwith Your Principles In Mind

  5. Why Lighthouse Investments? A Warning To Those Nearing The Shore A Lighthouse Symbolizes Two Things: A Beacon Of Hope For Those Lost At Sea Investingwith Your Principles In Mind

  6. Why Lighthouse Investments? Lighthouse Investments Uses The Lighthouse To Symbolize Its Desire To Protect Its Clients And Investors From Investments Not Matching Socially Responsible Principles Investingwith Your Principles In Mind

  7. Why Lighthouse Investments? They Want To Give Hope To Those That Are Looking To Invest In Companies They Can Have Confidence In. Investingwith Your Principles In Mind

  8. Why Lighthouse Investments Was Created They Searched For Investment Tools That Screened Its Investment According To Socially Responsible Or “Green” Standards And Principles A Moral Obligation Investingwith Your Principles In Mind

  9. Why Lighthouse Investments Was Created What They Found Was No Investment Tool Existed That Could Match The Principles And Returns They Expected! A Moral Obligation Investingwith Your Principles In Mind

  10. A New Standard Of Screening They Apply The Most Comprehensive And Stringent Screening Process Possible To Weed Out Unwanted Investments. • Weighted Economic and Market Indicators • Screen Investments Using Morningstar Evaluate Performance and Risk Measures • Screen Each Investment for Green Violations • Evaluate Prospectuses Investingwith Your Principles In Mind

  11. A New Standard Of Screening Weighted Market And Economic Indicators • Institute for Supply Management monthly report • Goldman Sachs Commodity Index (GSCI) • 2 to 10 Year Treasury Note Spread • Gold • University of Michigan Consumer Sentiment • Long Term Interest Rates • Dollar Exchange Rate • Federal Funds Rate • Copper Investingwith Your Principles In Mind

  12. A New Standard Of Screening Weighted Market And Economic Indicators Using the market and Economic indicators four Portfolios are determined: • Aggressive Growth • Moderate Growth • Conservative Growth • Balanced Investingwith Your Principles In Mind

  13. A New Standard Of Screening Screen Investments Using MORNINGSTAR “Morningstar is a trusted source for insightful information on investments. With operations in 19 countries, we currently provide data on more than 300,000 investment offerings worldwide.” http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=177.xml, Accessed 5-15-09 Investingwith Your Principles In Mind

  14. A New Standard Of Screening Evaluate Performance and Risk Measures Potential program investments are further evaluated to ensure risk and returns are suitable for inclusion. In addition, various internal features are judged for adherence to criteria determined by the current market and economic conditions. Investingwith Your Principles In Mind

  15. A New Standard Of Screening They Utilized A Standard That Sifts Through Companies Searching For Those Commonly Referred To As “Green” Screen For Violations Investingwith Your Principles In Mind

  16. A New Standard Of Screening Evaluate Prospectuses Each investment used is evaluated, using the prospectuses from the investment and companies that make up that investment to ensure it matches Socially Responsible principles and performance results desired. Investingwith Your Principles In Mind

  17. Target Allocation • Lighthouse Investments Has Designed A Powerful Investment Tool Called Target Allocation • It Is Based On The Concept You Pick Quality Investments, Screened According To Your Principles. These Investments Are Positioned And Re-allocated Each Quarter. Investingwith Your Principles In Mind

  18. Target Allocation The Same Process Used Initially to Screen Your Investments, Is Repeated Each Quarter • Weighted Economic and Market Indicators Quarterly Re-Allocation • Screen Investment Using Morningstar Evaluate Performance and Risk Measures • Screen Each Investment for Green Violations • Evaluate Prospectuses Investingwith Your Principles In Mind

  19. A New Standard Of Screening This Allows Them To Make An Investment Tool That Is Consistently Environmentally Friendly And Socially Responsible Investingwith Your Principles In Mind

  20. Their Commitment to You Lighthouse Investments Is Steadfastly Committed To Invest Your Hard Earned Money Into Investments That Are Actively Contributing To The Protection of Our Environment. Investingwith Your Principles In Mind

  21. Corporate Philosophy • To Conduct Every Phase Of Their Business In An Honorable And Ethical Manner • To Provide Their Investors With Quality Service • To Retain The Confidence And Trust Of Their Investors Through Their Total Commitment To Honesty And Integrity In Managing Every Aspect Of Their Investments Investingwith Your Principles In Mind

  22. Corporate Philosophy • To Consistently Demonstrate Their Dedication To Professionalism And Excellence In Everything They Do • To Communicate A Sincere, Caring Attitude Toward Every Investor Or Prospective Investor • To Always Place Investors’ Financial Well-being Above Their Own Investingwith Your Principles In Mind

  23. Are you ready? • Reformation In America Is More Likely To Happen Through Wall Street Than Through The White House. • Corporations Will Listen When Americans Begin Holding Them Accountable. • Americans Can Now Take Steps To Invest Or Not Invest In A Company’s Stock Or Bonds Based On “Green” Principles. This Can Directly Effect Company’s Resources. • Company’s Will Take Notice When Corporate Stocks Start Diminishing Or Increasing In Value. Investingwith Your Principles In Mind

  24. Are you ready? • However, Unless Investors Are Willing To Take The Time To Research Every Company In Their Portfolio, The Likelihood Of Knowing Which Ones Violate Their Principles Is Minimal. Investingwith Your Principles In Mind

  25. Are you ready? Individuals Should Require Of Themselves The Accountability To Their Principles And . . . Accountability To Their Financial Advisors To Heed Their Ethical Concerns Investingwith Your Principles In Mind

  26. Are You Ready? ? ? ? ? ? ? ? ? ? ? Will you clean up any questionable investments you currently own and apply this new philosophy for future investments? Will you continue investing the way you have for years? Or… ? ? ? ? ? ? ? ? ? ? Investingwith Your Principles In Mind

  27. Investingwith Your Principles In Mind

  28. Questions? Money Concepts International, Inc. 11440 N. Jog Road Palm Beach Gardens, FL 33418 Tel: 561.472.2000 www.moneyconcepts.com All Securities through Money Concepts Capital Corp. Member FINRA/SIPC Money Concepts Advisory Service is a Registered Investment Advisor with the SEC All Non Securities and Non Advisory Products through Money Concepts International, Inc. Providers of Financial Services Since 1979 Investingwith Your Principles In Mind

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