How individual investors can turn their savings into lifelong financial success

1. A Smarter Way to Grow Wealthy
Investing Intelligently in Stocks
Let us Turn Your Savings into Lifelong Financial Success
Start with a Free Plan

2. P A G E | 2
Amazingly Easy
Intelligent
Investing
Is Now
Accessible to All More Effective
▪ Just open an account,
▪ Set up auto investing,
▪ Leave the Rest to Us
(Takes less than 5 minutes)
▪ Start with Any Amount
▪ A single annual fee of 1%
of assets covers all costs
▪ No Commissions, No
Hidden Fees, No Surprises
▪ Engineered for superior
long-term results
▪ Unlike other advisors, we
charge a fee only when
performance is positive

3. P A G E | 3
Why You
Need to Invest
Smarter
Let’s face it: People are living
longer, Social Security and
pensions are disappearing, and
healthcare and living costs are
increasing. If you don’t save
enough or earn poor investment
returns on your savings, you may
be left like the millions of average
people who are at risk of never
being able to retire, and never
able to fully enjoy life.
Don’t invest to
endure life,
invest to
enjoy it!

4. P A G E | 4
-1.00%
1.00%
3.00%
5.00%
7.00%
9.00%
11.00%
13.00%
15.00%
Past 5 years Past 10 years Past 20 years Past 30 years
Asset Allocation Investors Equity Markets (S&P 500 Index)
Average Annual Compounded Returns of Average
Investors as of Dec. 31 2015
Source: Dalbar's 22nd Annual Analysis of Investor Behavior
3.28%
12.57%
1.89%
7.31%
2.11%
8.19%
1.65%
10.35%

5. P A G E | 5
Design a Risk-Optimized
Investment Plan Based on
Your Goals
We use proprietary software to create your
investment plan.
We’ll invest your money in a select group of
individual stocks (not funds).
Each company is selected using proprietary
mathematical models that measures their quality,
safety, and intrinsic value.
The Way We
Help You
Harness Technology to
Manage Your Money
More Effectively
We fuse proven strategies with the
power of automation to manage your
assets. Our technology helps us make
unbiased, statistically driven decisions
that minimize human error.

6. P A G E | 6
What Makes Us
Different
We harness the power of technology to fuse proven investment
principles, fundamental research, and statistical models to find
exceptional invest opportunities.
Unique, Client-friendly Cost Structure
Unlike the rest, we don’t charge you unless you get positive annual
results. Our wrap fee of 1% of assets covers all trading commissions and
management fees.
Built for Superior Investment Results over the long run
Unlike the rest, we invest directly and intelligently in stocks of great
businesses. We focus primarily on achieving superior returns over a
long period of years.
Noble Investment Strategy

7. P A G E | 7
Example: Bob is 40 years old, married, has two kids. His household annual income is $95k. They have $100k saved
for retirement. He wishes to retire by age 65, and wants to ensure he has enough income to maintain his standard
of living throughout his live. Which plan gives Bob the best chance to achieve his goal?
See The Difference
Other Advisors’ Recommend*
VTI Vanguard Total Stock Mkt ETf 35.5%
VGK Vanguard Ftse Europe ETf 15.0%
MUB iShares National Muni Bond E 12.0%
VBR Vanguard Small-Cap Value Etf 11.5%
BND Vanguard Total Bond Market 8.0%
VWO Vanguard Ftse Emerging Market 6.5%
DXJ Wisdomtree Japan Hedged Eq 5.5%
Abbilon Investments Recommends*
AMZN Amazon Inc. 8.00%
GOOG Alphabet Inc. 7.00%
PCLN The Priceline Group 6.50%
BRK.B Berkshire Hathaway 5.60%
AAPL Apple Inc. 5.25%
UA Under Armor Inc. 5.10%
MA MasterCard Inc 5.10%
SBUX Starbucks 5.25%
JNJ Johnson & Johnson 4.90%
HD The Home Depot 4.50%
Other Holdings … 42.8%
*only hypothetical – actual recommendations will vary.

8. P A G E | 8
▪ Pay Only When Annual Performance is Positive
▪ Low fee of 1% of assets covers all costs
▪ No Commissions, No Hidden Fees No Surprises
▪ We manage your money in ways to significantly reduce your tax exposure in an ethical manner.
▪ Investing directly in stocks and holding them for long periods can results in much lower taxes.
▪ By owning stocks instead of funds, you avoid tax surprises.
$-
$1,000,000.00
$2,000,000.00
$3,000,000.00
$4,000,000.00
$5,000,000.00
$6,000,000.00
$7,000,000.00
$8,000,000.00
$9,000,000.00
$10,000,000.00
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41
S&P 500 (Past 40 Years) Asset Allocation (70% Stock 30% Bonds) U.S. Small Caps Simulated Abbilon Portfolio
Investment Results of Hypothetical Investment of 10% of
Median US Household Annual Income over 40 Years
Ended Dec 2015
The Benefits You Get
Superior Long-
Term Results
Lower Costs
Reduced Tax
Exposure

9. P A G E | 9
Other Benefits You Get
Love What You Own
▪ We aim to Avoid socially irresponsible companies
▪ When you own funds, you don’t really know what
companies you own.
▪ Ignorance of what you own can lead to panic, wrong
decisions, and losses.
A Better Chance to Earn Life Changing Results
▪ Unlike asset allocation strategies, our investment strategy
does not limit you to average returns.

10. Let Us You Turn Your Savings into Lifelong
Financial Success
Abbilon Investments is an investment adviser registered with the Securities and Exchange Commission ("SEC").
Any reference to the advisory services refers to Abbilon LLC. Registration does not imply a certain level of skill or
training, nor does it imply endorsement by the SEC. Past performance is not a guarantee of future returns, nor is it
necessarily indicative of future performance. All investments involve risks, including the potential loss of
principal. Investments are not FDIC insured. © 2017 Abbilon LLC. All rights reserved.
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