VPM Partners provides investment strategies and portfolio management services to advisors. They offer multiple portfolio solutions including VPM Classic portfolios and vDAS portfolios that can be customized and deployed across advisors' businesses. Their platforms allow advisors to construct model portfolios, monitor positions, and access research tools. VPM integrates with broker-dealers to provide white-labeled solutions and reduce pricing for advisors. Their presentation covered their investment approaches, portfolio examples, available platforms, broker-dealer integration options, and questions.

1. VPM Partners
Robert Kendall, Managing Partner
Mitchell Wood, Director of Operations

2. What we do
• Structure
▫ Environment to build model portfolios with or without our time tested logic.
• Scalability
▫ Deploy models across entire business
▫ Offer Consistency for clients
• Branding
▫ Fully White-labeled reports and platform to accentuate IAR’s practice
• Increased Revenue
▫ Provide value and opportunity to re-price existing business around a more active
strategy.

3. What We’ll Cover Today
• Our Investment Approach
• Examples of VPM in practice
• Platforms available to deploy strategies
• Broker/Dealer integration options
• Questions and answers.

4. Structure
• We help advisors focus and define the strategies that are needed to
manage their business.
• We help to construct model portfolios that fit their current client base
and the prospective target audience.

5. Structure
• VPM Classic Portfolios • vDAS
▫ Custom List of Active Positions ▫ Custom List of Active Positions
▫ VPM Buy/Sell/Reallocation Logic ▫ VPM Buy/Sell/Reallocation Logic or advisor
▫ Allocation Factor defined at Portfolio determined
Construction ▫ Variable min and max values for each security
▫ Utilize Market Participation in place of Asset ▫ Combines elements of Asset Allocation in
Allocation addition to Market Participation

6. VPM Classic
• Allocation Factor is based on average long positions per day and Activity
Settings
• Deploys capital aggressively in new trends
• Becomes 100% invested with fewer positions

7. vDAS
• Allocation Factor is replaced with Max and Min Values
• Max = Long Position Value
• Min = Flat Position Value

8. Portfolios in Practice
VPM Classic vDAS

9. Our Way, Your Way, Any Way

10. &
Model Any Strategy
• VPM Classic • MPT
• vDAS • Buy & Hold
• Self Managed
• Third Party

11. VPM 2.0
• Created in 1999
• Web-Based
• Accessible on Any Device
• VPM Classic Logic
• Create Model Portfolios
• Issues Buy/Sell/Reallocation Sell Signals
• Monitor Watch Lists
• Research 18,000+ Securities

12. vDAS
• Created in 2012
• Web-Based
• Accessible on Any Device
• Create Model Portfolios
• Automatically or Manually Managed
• Set Min and Max Values per Position
• Set Reallocation Dates
• Issues Buy/Sell/Reallocation Sell Signals
• Research 18,000+ Securities
• Detailed Reporting

13. PortfolioXpert
• Our Top Tier Platform
• Computer Based
• Combines VPM Classic and vDAS in one
Environment
• In-depth Research
• Create and Maintain Defined Query Rules
• Detailed, White-Labeled Reporting

14. Stock Screening
• Professional and Pre-built
• Good companion to VPM Process
• Updated monthly
• Emulate Varying Investment Styles
• Proprietary Fundamental Ranking System
• Idea Generation for Advisors
• Transparent Historical and Back Tested Data
• Powered by a Leader in Fundamental Data
• Flexible for Additional Fundamental Analysis

15. One System to Rule them All

16. Broker/Dealer Integration
• Reduced Pricing
• White Labeled
• Deploy Custom Model Portfolios
• Portfolio Monitoring

17. Advisors in Action
All Model Portfolios
VPM Advisors create model by lARs can be
portfolios around the reviewed at the BD
objectives and level.
methodologies needed for
their practice.
BDs can create
lARs can subscribe to any their own
Premier or BD Portfolios strategies to
that they are permissioned. publish out to
their lARs.

18. Our Partnership
• Our Investment Approach Fits Today’s IAR’s needs
• Provides Structure, Scalability and Branding to Businesses
• Re-price Business
• Various Platforms available to deploy strategies
• Complements a Broker/Dealer Services with Integration

20. Thank You!
VPM Partners: Participate. Protect. Grow.