1. November 10, 2010 347 N. Pottstown Pike Exton, PA 19341 610-363-0974 www.simonezajac.com Securities and Investment Advisory Services offered through Capital Analysts Incorporated. Member FINRA/SIPC. Capital Analysts and SimoneZajac Wealth Management LLC are independent non-affiliated entities .
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3. Professional Profile James J. Simone CFP®, CPA Managing Principal BA, St. Josephs University Richard A. Zajac CFP®, CPA Managing Principal BA, Lawrence Technical Institute MBA, Drexel University Principals Wealth Management Services Daniel R. Zajac CFP®, CLU Associate Planner BA, Drexel University Operations Denise Wood Tracy Franciscus MBA, West Chester University BA, West Chester University See notes and disclosures at the end of this presentation
4. Strategic Relationships CAPSL™ and CAAMS™ are investment management services offered by Capital Analysts. All investments subject to risk of loss. No investment strategy can guarantee a profit or protect from a loss in a declining market. See notes and disclosures at the end of this presentation
5. Target Markets * These listed services not provided by Capital Analysts
6. Client Services (* these services are not provided by Capital Analysts Incorporated. Capital Analysts does not provide tax or legal advice services) CAPSL™ and CAAMS™ are investment management services offered by Capital Analysts. All investments subject to risk of loss. No investment strategy can guarantee a profit or protect from a loss in a declining market. See notes and disclosures at the end of this presentation
12. CAAMS™ Research Overview CAPSL™ and CAAMS™ are investment management services offered by Capital Analysts. All investments subject to risk of loss. No investment strategy can guarantee a profit or protect from a loss in a declining market. See notes and disclosures at the end of this presentation
13. CAPSL™ Research Process CAPSL™ and CAAMS™ are investment management services offered by Capital Analysts. All investments subject to risk of loss. No investment strategy can guarantee a profit or protect from a loss in a declining market. See notes and disclosures at the end of this presentation
15. Sample Allocation See notes and disclosures at the end of this presentation The sample CAAMS™ portfolio provided is subject to change based upon the research conducted by the Capital Analysts IMR Team via the CAPSL™ method and other research techniques. This chart is not an investment or allocation recommendation.
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