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march 2016

Boon Capital Advisors LLC is registered as an investment advisor with the State of Illinois. 

All information contained herein is for informational purposes only and does not

constitute a solicitation or offer to sell securities or investment advisory services.

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sometimes boiling down the complex to something simple is all we need to do.

my goal is to get my clients to that “rare” area.

─daniel borstein

agenda

our job is to make sure you feel financially secure

why boon

how do clients benefit from working with boon

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2 feeling peaceful

thinking about $$$/////

/ //

Source: Carl Richards

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was created to challenge the status quo of the investment advisory business

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focused on you getting your time back and giving you confidence in your decisionsstatus

quo investment advisor focused on their own business, products and

services

how do clients benefitfinancial security/ your boon experienceinvestment philosophytransparency & honestyeffective communication

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our job is to make sure you feel financially secure

we do this for you through an ongoing 4 step process called your boon experience

your boon experience

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your boon experience

helping you to see your entire financial picture, understanding your goals and creating plans to accomplish them.• principle protection• riskalyze• black diamond reporting• eMoney big picture view

understanding what financial security means to you & helping you obtain the feeling that there are “blue skies” overhead.• d.o.s. conversation• lifestyle security & growth• pursuit of happiness

building confidence by continuously repeating the experience• quarterly reviews• partner level service

throughout• your boon experience

customized approach leading smoothly to your desired outcome• customization• one-on-one training• simplicity• outlined transition plans

1 blue sky process

2 knowledge builder

3 glide path approach

4 assured advantage

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create a plan based on understanding what financial security means to you and your family and keep you focused on that plan.

investment philosophy

we believe that markets work and reward investors over time for the capital they supply. incorporating an evidenced based approach built on dimensions of higher expected returns and low expenses is the best way to capitalize on this opportunity.

we structure a globally diversified portfolio using an evidenced based approach. a portfolio that aligns with your personal preferences and priorities. allowing you to feel comfortable with your expected outcomes.

collaboration and education help to ensure that clients can stay on their path toward financial security.

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the difference between a registered investment

advisor and a broker/dealer

transparency & honesty

registered investment advisor:as an RIA you have to uphold a “fiduciary duty.” simply put, you have to always do what’s in your client’s best interest. especially putting their interests above your own.

broker/dealer:the rules only require that the investment is suitable for a client. that means a broker could recommend a fund with high fees, a bad track record and that pays a high commission, but still find that it’s suitable for their client.

is an RIA firm

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wirehouse model

one choice, limited

flexibility

transparency & honesty

boon modelmany choices,

lots of flexibility

morgan stanley

advisor

client

research

open source technology

custody/clearing

tdai

client

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transparency & honesty

highly respected custody and clearing company• over 4000 advisors and institutions• leading-edge security, software, systems and procedures• sipc-securities investor protection corp• supplemental client coverage of $149.5 million through london insurers

safety and security of client assets

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effective communication

your financial life, in one place and easy to understand.

we gather all your financial information into one place, giving you the whole picture in a way that’s easy to understand and take advantage of.

goals and cash flow based planning software to ensure your feeling of financial security.

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helping you understand the risk in your portfolio

effective communication

customized, easy to view reporting designed around you

ensure that all of your advisors are working together in concert

in a position to work with clients and future generations

interesting commentary and market anecdotes aimed at creating and maintaining transparency between investment decisions and our clients

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• partner with the summit group at morgan stanley• Regional Sales Director at Goldman Sachs• MBA from the Boler School of Business at John Carroll University• BA in Economics, minor in business from University of Illinois,

Champaign Urbana• FINRA licenses & life, health and variable insurance

biodan

• Operations Associate at Macquarie Futures • Exchange Fee Analyst at MF Global• BS in Marketing at the University of Illinois at Chicago

erinn

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conclusionhow do clients benefit from working with boon

boon experienc

e

transparency & honesty

effective communicatio

n

consistent investment philosophy

why boonmaking you feel financially secure