Investment Presentation

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Investment Presentation

• Prepared for MediaLoft

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Asset Advisors

• Independently owned and managed
• 25 years of investment experience
• Relationship-driven client service
• Quantitative investment process

3
Overview

• Investment Process and Characteristics
• Investment Review
• Evaluate Financial Status
• Formulate Guidelines
• Investment Strategy
• Select Investments
• Review Report Status

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Investment Characteristics
Quality
Sector
Buy/Sell
Maturity
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Investment Process
Evaluate Financial Status
Formulate Guidelines
Select Investments
Review Report Status
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Review Status

• Current Financial Status
• Review expectations
• Establish objectives
• Formulate Guidelines
• Establish asset allocation
• Select Markets
• Risk
• Stability and Growth

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The IRAs
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Other Plans