Safe Harbor Investing

The objective of the Safe Harbor Investing Account is to protect the purchasing power value of its Net Asset Share Value. Today's investors are faced with many investment opportunities and portfolio alternatives. The management of your money in today's volatile investment markets requires additional insights and investment tools to help make your money grow. This portfolio is designed to invest defensively no matter what happens - good times, bad times, recession, inflation, terrorist attacks or a depression. The idea is that the investment sectors that this Safe Harbor Investment Fund invests in will move up or down during all economic environments thus offering stability of ones purchasing power hence the term Safe Harbor.

The investment sectors selected within this account are designed to adjust to current investment market conditions for strategic balance, with the aim of long-term protection of the client's purchasing power. This requires safe and profitable indexing of investments in specific sectors such as Gold and other Precious Metals, Energy/Natural Resources, Government Securities and Exchange Traded Funds in various other specific sectors. The investment vehicles used within these sectors will also present inverse opportunities designed to protect and grow real wealth in all kinds of markets. Through diversification and discipline, this fund strives to protect investment capital, through economic uncertainties, no matter what the future holds. (cont. below)

*Accredited Investor: Any person whose individual net worth or joint net worth with that person's spouse exceeds $1,000,000. Any person with income in excess of $200,000 in each of the two most recent years or joint income with that person's spouse in excess of $300,000 in each of those years.

This portfolio was created for clients desiring the concept of a safe haven protection against adversities to the U.S. economic system. Designed to provide growth at low risk, this account may at times contain investments to offset inflationary or deflationary environments such as but not limited to gold and precious metals, U.S. Treasury investments, energy and natural resource investments, rising or falling interest rate vehicles as well as protected investments against the rising or falling U.S. Dollar and various other specific sectors available through Exchange Traded Funds. All investments that may be used are traded as regulated and registered shares within investment markets within the U.S. with available daily price quotes. The objective of this portfolio is to be invested in defensive investment positions supporting a stable net worth.

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