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Flexible Plan Client Presentation . The “straight and narrow” story. TO HERE. Investing is a means to an end. FROM HERE. And the shortest distance between two points. is a straight line. S&P 500. But that’s not the way it really works in the stock market, . is it?.

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flexible plan client presentation

Flexible Plan Client Presentation

The “straight and narrow” story

slide3

TO

HERE

Investing is a means to an end

FROM

HERE

slide4

And the shortest distance

between two points

is a straight line.

slide5

S&P 500

But that’s not the way it really works in the stock market,

is it?

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide6

S&P 500

Uncertainty creeps in

Instead of a straight line, the journey is fraught with volatility, and the narrow path to your goal has become a broad avenue lined with uncertainty and second-guesses.

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide7

S&P 500

Evaluating progress

And whether any one investor makes progress depends on where the investor enters the path…

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide8

S&P 500

Evaluating progress

…and where the investor exits the path.

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide9

S&P 500

That’s where we come in

Each of our strategies, when applied to your portfolio, provides a level of strategic diversification that may help bridge the gap between bull market highs and bear market lows by reducing your exposure to market risk.

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide10

S&P 500

Our goal

Use strategic diversification to reduce the volatility and attempt to achieve better results through the whole market cycle.

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide11

Market Leaders Strategic Aggressive

For example

Market Leaders Strategic uses multiple strategic weapons and is available for five suitability profiles.

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide12

Market Leaders Strategic Aggressive

Notice how volatility is reduced and the path narrows

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide13

Market Leaders Strategic Aggressive + Select Alternatives + Systematic Long/Short Bond Trading

Adding alternative investments and bonds narrows the path further

This graph represents the addition of an alternatives and a bond strategy to the core portfolio.

Portfolio volatility is reduced and your path continues to narrow with strategic diversification.

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide14

MAPS Aggressive

We make it easy

Rather than you or your investment advisor selecting the strategies, you can use our MAPS program, which picks among 5-15 individual strategies, chooses the appropriate percent of allocations, and reviews the combinations quarterly, all based on your unique risk tolerance.

Your path becomes significantly narrower with this level of strategic diversification.

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide15

MAPS Conservative

Fine tuning

MAPS provides strategic diversification through six suitability profiles ranging from conservative to aggressive.

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide16

MAPS Conservative

Fine tuning

The conservative profile shown here may not point to as high of an end result as the aggressive profile, but it projects the narrowest path.

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.

slide17

Which brings us to our goal

A properly managed and diversified portfolio may put you on a path that most closely resembles the idealized straight line that represents the investment goal you established at the start.

Source: Flexible Plan Investments’ Hypothetical Research Reports (Jan 06 – Dec 11). Strategy returns shown are after 2.6% advisory fee. An establishment fee of 1.2% has been deducted at inception. The Index shown is not tradable. These results were achieved by means of retroactive application of a computer model and may not represent the results of actual trading.