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Transcript 
Investment Presentation
Prepared for MediaLoft
Asset Advisors
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Independently owned and managed
25 years of investment experience
Relationship-driven client service
Quantitative investment process
Overview
• Investment Process and Characteristics
• Investment Review
– Evaluate Financial Status
– Formulate Guidelines
• Investment Strategy
– Select Investments
– Review & Report Status
Investment Characteristics
Buy/Sell
Maturity
Quality
Sector
Allocation
Investment Process
Evaluate Financial Status
Formulate Guidelines
Review & Report Status
Select Investments
Review Status
• Current Financial Status
– Review expectations
– Establish objectives
• Formulate Guidelines
– Establish asset allocation
• Select Markets
– Risk
– Stability and Growth
The IRAs
Other Plans
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