2012 Economic ForumHosted by Executive Wealth Management

Featuring: The Hartford’s Executive Vice President & Chief Investment Strategist Dr. Bob

& State Representative Bill Rogers

After 30 successful years in business…

We will be rebranding to Executive Wealth Management

Greg Barber & Associates ● Northville

Dan Weaver & Bill Barker ● Jackson

John Barbrick & Associates ● Scottville

Pete Mitroff & Bill Waggoner ● Rochester

Exe

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Welcome Our New Partners

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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

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2007 2008 2009 2010 2011$0

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

Executive Wealth Management Fortunatus Investments

Assets

Under

Managem

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(thousands)

Executive Wealth Management & Fortunatus Investments Growth since 2007

Life P

lan

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gYear of Getting Your House in Order

• Estate Planning

• Succession Planning

• Insurance Planning

• Beneficiary Designations

• Property Titling

• Charitable Giving Strategies

Annual Review

PROTACTICAL™

Investment Management

Fortu

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od

els

GrowthModerate Growth

ModerateModerate

ConservativeConservative

Asset Allocatio

n

Total ReturnConservative

Focused IncomeTax Adv. Total Return

Tax Adv. Conservative

Liquidity

GlobalInternationalPacific Rim

Fixed Income

ETF Opportunit

y

Growth 30Dividend 30

CornerstoneFoundation

Individual Equity

Small Account Solutions

1

3

4

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Identify Global Opportunities

World Class Research

Relative Strength Analysis

Ongoing Review

Within a diversified framework, we use a top down approach to tactically align our portfolios across global equity, fixed income, and alternative assets.

After opportunities are identified, fundamental research is used to determine the investments best positioned to capitalize on these opportunities.

Relative strength research is used on a consistent basis to trigger entry/exit points, inter-quarter tactical moves and downside protection measures.

The ongoing portfolio assessment includes performance reviews, a fundamental review of the positions held, and relative strength reviews of asset classes and sectors.

Our Protactical investment process combines fundamental and relative strength research to identify opportunities in the global marketplace, the investments best positioned to take advantage of those opportunities, and the timing to make those Protactical adjustments.

Tactica

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Tactica

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Portfo

lioA Tactical approach

Passive Management

VSThe 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.

In the ever changing global financial markets of the 21st century, a passive buy and hold approach fails to properly protect investors against downside risk, as 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 failed to deliver adequate returns and downside protection during these market declines.

Power of Protactical™

Pro

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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.

1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55$60,000

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$100,299

$94,209

Benchmark Global Opportunity

Fortunatus Investments utilizes a multi-step investment approach that seeks to participate in market advances while providing downside protection during market volatility.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.

Pro

tactica

l™ In

vestin

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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.

Fortunatus Investments utilizes a multi-step investment approach that seeks to participate in market advances while providing downside protection during market volatility.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.

1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51 53 55$50,000

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$92,305

$105,677

S&P 500 Asset Allocation Moderate

Investm

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Albert Herzog, III, MBA, CFP, ChFCPresident, Investment Analyst

Tim Giampetroni, CFAChief Investment Officer

Michael Chechel, Jr.Vice President, Investment Analyst

Gregory J. Barber, CPAInvestment Analyst

David MortonInvestment Analyst

Nathan LarsonChief Research Analyst

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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.

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Adam Kulesza, CFP, ChFC, CLUChief Operating Officer, Co-Founder

Tim Giampetroni, CFAChief Research Analyst

Michael ChechelCo-Founder, Investment Analyst

Paul AndersonNational Sales Director

Albert Herzog, III, MBA, CFP, ChFCChief Executive Officer, Founder

Gregory Barber, CPAInvestment Analyst

Craig Rumler, MBAChief Compliance Officer

Executive Team

Operations Team

Michael J. Lay, CFPChief Administrative Officer

Maryheyln KirwanDirector of Communications and Media Relations

Lisa McCormickMarketing Specialist

Cody WickhamDirector of Advertising, Analyst

Research Team

Sales Team

Natio

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Stra

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► 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.

Paul AndersonNational Advisor Consultant

Maryhelyn KirwanDirector of Communications and Media Relations

Refe

rral S

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25$ Gift card to any client who refers someone to the site

We appreciate the continued trust and

confidence you have in our firm and we look forward to a great year in 2012

Thank You