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INVESTMENT FLEXIBILITY

We seek to hold undervalued assets and avoid overvalued assets

At FIM Group, we employ the same flexible approach for each portfolio, investing in all geographic markets and asset classes, while seeking to limit downside risk. Rather than manage the portfolios in relation to a particular index or investment universe, we seek to hold undervalued assets and avoid overvalued assets — period.

While the bias toward equities or fixed-income varies among our portfolios, within each strategy is a disciplined investment selection process designed to identify underpriced securities globally. Finally, while we have tremendous investment flexibility, we construct each portfolio with a specific risk of loss parameter clearly in mind.

Growth

Growth Portfolios are separate accounts managed for investors seeking tax-efficient total return investment solutions with a goal of positive consistent returns over rolling five- to six-year periods. Growth Portfolios are designed to serve as a total investment solution for investors with a high risk tolerance and low projected cash flow needs. As with all of our portfolios, our Growth Portfolios are managed for total returns from an actively managed, global, diversified portfolio of equity and fixed-income investments.

Balanced Core

Balanced Core Portfolios are separate accounts managed for investors seeking tax-efficient total return investment solutions with a goal of positive consistent returns over rolling four- to six-year periods. Balanced Core Portfolios are designed to serve as a total investment solution for investors with a moderate risk tolerance and low to moderate projected cash flow needs. As with all of our portfolios, our Balanced Core Portfolios are managed for total returns from an actively managed, global, diversified portfolio of equity and fixed-income investments.

Balanced Core Conservative

Balanced Core Conservative Portfolios are separate accounts managed for investors seeking tax-efficient total return investment solutions with a goal of positive consistent returns over rolling four- to five-year periods. Balanced Core Conservative Portfolios are designed to serve as a total investment solution for investors with a moderate risk tolerance and moderate projected cash flow needs. As with all of our portfolios, our Balanced Core Conservative Portfolios are managed for total returns from an actively managed, global, diversified portfolio of equity and fixed-income investments.

Yield Income

Yield Income Portfolios are separate accounts managed for investors seeking tax-efficient total return investment solutions with a goal of positive consistent returns over rolling three- to four-year periods. Yield Income Portfolios are designed to serve as a total investment solution for investors with a low risk tolerance and moderate projected cash flow needs. As with all of our portfolios, our Yield Income Portfolios are managed for total returns from an actively managed, global, diversified portfolio of equity and fixed-income investments.

Strategy Summary

Investment ObjectiveAll of our strategies seek consistent, long-term positive returns regardless of market conditions
Investment StyleOur strategies employ a dynamic, forward-looking management process seeking best risk-adjusted return
Investment MixEach of our strategies may contain multiple asset classes, sectors, geographies and market capitalizations
Strategy NameGrowthBalanced CoreBalanced Core
Conservative
Yield Income
Risk ToleranceHighModerateModerateLow
Minimum Time Horizon5-6+4-64-53-4
Client Projected Cash Flow NeedsLowLow-ModerateModerateModerate
Hawaii

444 Hana Hwy,
Suite D
Kahului, HI 96732
p: 808.871.1006
f: 808.871.1433

Michigan

111 Cass Street
Traverse City, MI 49684
p: 231.929.4500
f: 231.995.7999

Wisconsin

1837 E. Main Street
Onalaska, WI 54650
p: 608.779.0300
f: 608.779.0304

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