The mark consists of A gold globe with "GLOBAL MARKET RISK" inside of it in navy blue Navy blue squares around globe stating "Strategy, Discipline, Plan, Implement, and Monitor" in white How do we help clients embrace risk? STRATEGY Innovative Strategies We add value to the investing process through expert research, unbiased advice, personalized services and comprehensive wealth management solutions. We specialize in developing innovative strategies to help investors secure their financial goals while managing risk. DISCIPLINE Investment Discipline Our approach to investing begins with a perspective on regional, national, and global views. We combine time-tested investment specialization, extensive industry knowledge, and active risk management to help clients navigate the global markets. We strive to integrate market opportunities with balanced diversification for individual and institutional investors. PLAN Purposeful Planning Our investment strategies are developed purposefully, to give clients choice and flexibility in creating quality investment portfolios that match their financial goals and risk tolerance. Through financial plans, global outlook and innovative research of investments we strive to offer investors portfolio solutions that help preserve and position the portfolio to reach investor goals over time. IMPLEMENT Active Implementation Because investing typically requires a long term view, we are committed to always develop a forward-looking risk, return, and correlation assumption for global markets. By analyzing market, economic and geopolitical data we actively implement your personal financial plan as the opportunity best presents itself. Never do we feel pressured to invest just because you hold cash. As the markets move from over bought to over sold conditions we explore investment opportunities that match your risk tolerance and actively invest accordingly. MONITOR Continuous Monitoring and Rebalancing We proactively and continuously monitor each element of your investment and financial strategy. As global markets fluctuate over time, it's important to make adjustments to ensure diversification remains consistent with your risk management, investment goals and time horizons. The market changes, your life changes and so should your strategies, always moving.FORWARD. Above illustration: The "U.P. Process" Unconventional Portfolio Process Executing Plans Effectively for Life.FORWARD. Below Illustration: Securing Your Investment Goals.FORWARD. Investing in today's global markets means embracing risk. We help clients embrace the right risk with control by adhering to a well-designed strategy, discipline, plan, implementation, and monitoring investment process.