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The Tilted Funds Group Company Presentation

The Tilted Funds Group Company Presentation. The Tilted Funds Group. Philosophy Buy Low, Sell High Process Timely Objective Flexible Performance Risk Management People. Philosophy.

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The Tilted Funds Group Company Presentation

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  1. The Tilted Funds GroupCompany Presentation The Tilted Funds Group

  2. Philosophy • Buy Low, Sell High • Process • Timely • Objective • Flexible • Performance • Risk Management • People

  3. Philosophy Based on the fundamental law of supply and demand, demand must be greater than supply for price appreciation to occur. TA’s buy/sell method complements each index providers fundamental stock selection process by identifying those stocks with increasing demand. Fundamentally sound stocks, which are in demand produce price appreciation.

  4. TAbuys low (relatively) when a stock’s price is rising on strong demand and sells high (relatively) when the price is falling on weak demand. TAholds winners and sells losers. Buy Low, Sell High Philosophy

  5. Process TA’sprocess is equal dollar weighting, rebalanced annually. Investment dollars of sold index component stocks remain allocated to that ticker and are placed in money market accounts until demand dictates that the stock be bought.

  6. Timely TA’s fundamental demand analysis is monitored andupdated daily for portfolio adjustments. Process

  7. Objective TA’s buy/sell process is completely objective. The methodology closely tracks and follows the individual component stocks of each index. The sum total of shareholder knowledge, reflected by demand, long term, has proven to be more correct than than any one single individual opinion. Process

  8. Flexible TA’s investment management philosophy and process is flexible and can be applied to all major indices or any subset. Process

  9. Performance TA’s returns have exceeded the S&P500 over the past 5 years by an average 6.5% per year (1). Holding only those index component stocks whose price is rising, and cash for all others, works! 1.See “Disclosures & Disclaimers” page 15

  10. Risk Management TAreturns are even greater on arisk adjusted basis, because we only invest in those component stocks whose price is rising on strong demand. Performance

  11. See “Disclosures & Disclaimers” page 15

  12. See “Disclosures & Disclaimers” page 15

  13. People • Philip E. Yockey, Chief Investment Officer, has studied the securities industry, research analysis and investment psychology for over 21 years. Mr. Yockey’s financial expertise is a culmination of corporate training, career advancement and business acumen. He has served as Financial Consultant, Portfolio Manager, Vice President of Managed Products and Director of Research for firms including Shearson American Express, Lehman Brothers, William Blair & Company, Oppenheimer, and Stifel Nicolaus. Mr. Yockey earned a BA in Psychology from the University of Michigan, Ann Arbor. • Hal Lueking, Managing Director, has 20 years sales, marketing and management experience in various fields and holds a BS in Business Administration, Management and Marketing from the University of Missouri at St. Louis.

  14. People • Jack Fischer, Chief Information Officer, has been involved with the financial services industry over 30 years. He has served as Broker, Consultant, Vice President Finance, Risk Manager and Relationship Manager for firms including Citicorp, H. B. E. Financial Facilities, Burns Pauli Mahoney, and Brooks Fiber Properties. Mr. Fischer holds a BA in Mathematics and an MBA in Finance from St. Louis University.

  15. Disclosures & Disclaimers • Tactical Analytics, Inc is registered with Saxony Capital Management, LLC, as an Investment Advisor. Saxony Capital Management, LLC 86 Kenrick Plaza, St. Louis, MO 63119 (314)963-9336. A State Registered Investment Advisor. Securities offered through Saxony Securities, Inc. Member NASD/SIPC • The investment results for Tactical Analytics, Inc begin 01/01/2000. The performance is not an actual account but a hypothetical return of $1,000,000 invested. The rate of return considers the following, a) All money flows into or out of the funds, b) All realized gains and losses, c) All unrealized gains or losses, d) All dividends and interest income. There is no statistical correlation between past and future performance. As such, there is no assurance that results approximating these returns will continue in the future. The S&P 500 Index is an index of 500 stocks selected by Standard & Poor’s. The NASDAQ 100 Index is an index of 100 stocks selected by The Nasdaq Stock Market, Inc.

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