EWM Economic PPT 2012

1. 2012 Economic Forum
Hosted by Executive Wealth Management
Featuring: The Hartford’s Executive Vice President & Chief Investment Strategist Dr. Bob
& State Representative Bill Rogers

2. After 30 successful
years in business…
We will be rebranding to
Executive Wealth
Management

3. Executive Wealth Management’s New Partners
Welcome Our New
Greg BarberPartners● Northville
& Associates
Dan Weaver & Bill Barker ● Jackson
John Barbrick & Associates ● Scottville
Pete Mitroff & Bill Waggoner ● Rochester

4. The Team
Established 1981
From left to right:
Greg Barber, Mike Lay, Cathy Parkey, Tim Giampetroni, Michael Chechel, Kathryn Cuccaro, Cody Wickham, Albert
Herzog, Karen Wickham, John Barbrick, Kathleen Burger, Adam Kulesza, Paul Anderson, Lisa McCormick, Craig
Rumler, Aleia Jackson

5. Executive Wealth Management & Fortunatus Investments Growth
since 2007
$600,000
Asset Growth
$500,000
Assets Under Management (thousands)
$400,000
$300,000
$200,000
$100,000
$0
2007 2008 2009 2010 2011
Executive Wealth Management Fortunatus Investments

6. Year of Getting Your House in Order
Life Planning
Annual Review
• Estate Planning • Beneficiary Designations
• Succession Planning • Property Titling
• Insurance Planning • Charitable Giving Strategies

7. PROTACTICAL
Investment Management
™

8. Asset Fixed ETF
Allocation Income Opportunity
Fortunatus Investment Models
Growth Total Return
Moderate Growth Conservative
Global
Moderate Focused Income
International
Moderate Conservative Tax Adv. Total Return
Pacific Rim
Conservative Tax Adv. Conservative
Liquidity
Small
Individual
Account
Equity
Solutions
Growth 30 Cornerstone
Dividend 30 Foundation

9. 1 Identify Global Opportunities
Tactical Asset Management Process
Within a diversified
framework, we use a top down
approach to tactically align our
portfolios across global
equity, fixed income, and
Our Protactical investment
alternative assets. process combines
World Class Research fundamental and relative
2
After opportunities are strength research to
identified, fundamental research is
used to determine the investments
identify opportunities in
best positioned to capitalize on these the global
opportunities. marketplace, the
investments best
3 Relative Strength Analysis positioned to take
Relative strength research is used on a advantage of those
consistent basis to trigger entry/exit
points, inter-quarter tactical moves opportunities, and the
and downside protection measures. timing to make those
Protactical adjustments.
4 Ongoing Review
The ongoing portfolio assessment includes
performance reviews, a fundamental review of
the positions held, and relative strength
reviews of asset classes and sectors.

10. In the ever changing global
A Tactical approach financial markets of the 21st
Tactical Asset Management for Your Portfolio
century, a passive buy and hold
V
approach fails to properly protect
investors against downside risk, as
S
many investors experienced in the
market downturns of 2000 through
2002 and the financial crisis of
2008. We believe static buy and
hold asset allocation models have
Passive Management failed to deliver adequate returns
and downside protection during
these market declines.
The rise of the S&P 500 since its October lows along with lower volatility
over recent weeks has pushed the index into a long term buy.
Historically, this signal has been followed by significant further market
gains. This rise has been the result of relatively strong U.S. corporate
earnings in the third quarter and a string of positive 'surprises' in U.S.
economic data. As a result, we have made some allocation updates in many
of your portfolios and you will see the activity in your accounts. As
always, we will continue to watch the markets daily and provide any
updates as they come available.
Power of Protactical™

11. Fortunatus Investments utilizes a multi-step
investment approach that seeks to participate
in market advances while providing downside
protection during market volatility.
Protactical™ Investing
The graph below shows the growth of $100,000 in our Global Opportunity ETF Model
since inception on 6/30/2007 compared to a blended benchmark consisting of the S&P
500, MSCI EAFE, and Barclays Aggregate Bond Index. This active ETF model targets
favorable investment environments and the ETFs within those that are most likely to
provide outperformance.
$120,000
$110,000
$100,000 $100,299
$94,209
$90,000
$80,000
$70,000
$60,000
J-07 D-07 J-08 D-08 J-09 D-09 J-10 D-10 J-11 D-11
Benchmark Global Opportunity
Fortunatus Investments includes asset allocation, fixed income and tactical ETF models created and actively managed by
Executive Wealth Management, a Registered Investment Advisor with the Securities and Exchange Commission (SEC). PAST
PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS.

12. Fortunatus Investments utilizes a multi-step
investment approach that seeks to participate
in market advances while providing downside
protection during market volatility.
Protactical™ Investing
The graph below shows the growth of $100,000 in our Asset Allocation Moderate since
inception on 6/30/2007 compared to the S&P 500, which includes 500 leading companies
in leading industries of the U.S. economy. This active model targets a balanced risk
approached amongst equity, fixed income, and alternative markets.
$120,000
$110,000
$105,677
$100,000
$90,000 $92,305
$80,000
$70,000
$60,000
$50,000
J-07 D-07 J-08 D-08 J-09 D-09 J-10 D-10 J-11 D-11
S&P 500 Asset Allocation Moderate
Fortunatus Investments includes asset allocation, fixed income and tactical ETF models created and actively managed by
Executive Wealth Management, a Registered Investment Advisor with the Securities and Exchange Commission (SEC). PAST
PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS.

13. Investment Policy Committee
Tim Giampetroni, CFA
Chief Investment Officer
Albert Herzog, III, MBA, CFP, ChFC
President, Investment Analyst
Michael Chechel, Jr. David Morton
Vice President, Investment Analyst Investment Analyst
Nathan Larson
Gregory J. Barber, CPA Chief Research Analyst
Investment Analyst

14. One of the most innovative, forward thinking online services for retirement planning anywhere…

15. 401KGPS Provides You With
Clear Quarterly Investment Recommendations
Critical Intra-Quarter Alerts & Signals
research-based Approach to Retirement Investing
Financial Calculators & Custom Profiles

16. Our Six - Step Membership Process
Sign-up Send Us Review Your Plan Manage Your 401K Continue to Send Enjoy
With 401K Your 401K & Send You Account Using Our You Our Timely Peace of
GPS & Plan Fund Recommendations Recommendations Recommendations Mind
complete Options
risk profile
No matter what type of investor you are, how many years until your
retirement, or the type of work retirement plan you have...
401K GPS will help you navigate the markets and manage your
retirement nest egg.

17. Your 401KGPS Command Center
Welcome John Smith
Current Balance tab shows our recommendations
for how you should allocate the money you have
already contributed to your account.
Future Contributions tab shows our
recommendations for how you should allocate
your payroll deductions and any employer
matching.

18. Executive Team Research Team
Albert Herzog, III, MBA, CFP, ChFC Tim Giampetroni, CFA
Chief Executive Officer, Founder Chief Research Analyst
Adam Kulesza, CFP, ChFC, CLU Michael Chechel
Chief Operating Officer, Co-Founder Co-Founder, Investment Analyst
401KGPS Team
Gregory Barber, CPA
Investment Analyst
Operations Team Sales Team
Michael J. Lay, CFP Cody Wickham
Chief Administrative Officer Director of Advertising, Analyst
Craig Rumler, MBA Lisa McCormick
Chief Compliance Officer Marketing Specialist
Maryheyln Kirwan
Director of Communications and Media Relations
Paul Anderson
National Sales Director

19. Nationwide Marketing Strategy
Paul Anderson
National Advisor Consultant
Maryhelyn Kirwan
Director of Communications and Media Relations
► Interface and actively pursue advisors to
join our growing network of financial
professionals using our Fortunatus
Investment models.
► Increase our presence nationally and
locally through conferences, events, and
shows.
► Actively promote 401KGPS, to
employers, advisors, and the online retail
community.

20. Referral System
$25 Gift card to any client who
refers someone to the site

21. We appreciate the continued
trust and confidence you have
in our firm and we look
forward to a great year in
2012
Thank You