Investment PresentationAsset AdvisorsOverviewInvestment CharacteristicsInvestment ProcessReview StatusThe IRAsOther PlansInvestment PresentationPrepared for MediaLoftAsset Advisors•Independently owned and managed•25 years of investment experience•Relationship-driven client service•Quantitative investment processOverview•Investment Process and Characteristics•Investment Review–Evaluate Financial Status–Formulate Guidelines•Investment Strategy–Select Investments–Review & Report StatusInvestment CharacteristicsMaturityQualitySectorBuy/SellAllocationInvestment ProcessEvaluate Financial Status Formulate GuidelinesSelect InvestmentsReview & Report StatusReview Status•Current Financial Status–Review expectations–Establish objectives•Formulate Guidelines–Establish asset allocation•Select Markets–Risk–Stability and GrowthThe IRAsOther
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