Performance Profile of asset classes versus relative to maximum (bull market) and minimum (bear market) range.

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WHAT YOU GET

• Quantifies relative performance of best and worst strategies for every asset class

• Quantifies changes of strategy versus current +/- 150 bps

BRIX™ Buyers’ Risk Portfolio Profile – range of options for compensated risk based on peer group yield risk profiles.

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WHAT YOU GET:

• Your portfolio’s performance versus custom peer group (similar cash liquidity, LTV, average maturities and IRR

• Relative Compensated Risk™ relative to custom peers, state and national profiles

Liquidity management - average 0.25 duration T Bills.

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WHAT YOU GET

• Diversify cash/overnight asset class, increased return

• No credit or liquidity risk

Top 3 of the 11 largest California liquidity funds over four years.

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WHAT YOU GET:

• Independent consulting/ support: Multiple strategies for bear and bull markets as well as twists in the yield curve changes in liquidity and corporate strategy; no affiliation with any broker/dealers.

• Expertise: Top 3 of the 11 largest California liquidity funds over four years. Realized gains of $27.422 million over 8 years; no losses, no market trading.

Liquidity Management - average 1.0 duration UST 2yr ladder.

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WHAT YOU GET

• Low volatility ladder with higher returns,

• No credit risk, high liquidity

• Negligible management – one trade / month, capital gains

Presentation: why take risk?

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A portfolio manager and a fighter pilot have a similar job: it’s risky. Bad weather forecasts, engine failure, running out of bullets and/or poor risk analysis can kill you, or get you fired!

Objective: Configure portfolio to be like an all-weather plane, having contingency plans for all conditions.

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WHAT YOU GET

• Analysis of investment portfolio – strengths and concerns

• Benchmarking; broker/dealer management/ operating guidelines (* See GGAM Services-Strategic Operating Guidelines)