What We Invest In Intelligent Portfolio Management 213 538 8664 Investing@vedafinancial.com WHAT WE INVEST IN Guaranteed Investments Market Return Notes Fixed Income Stock ETFS Some of our strategies Capital Preservation Balanced Growth Income Generation Downside Protection EXAMPLES OF INVESTMENT STRATEGIES Capital preservation and growth – insured positive returns with market like growth Growth oriented – Diversified stocks, ETFs focused on long term capital appreciation Income centered – Dividend stock, bonds with tax optimized income potential HOW WE WORK We work in partnership with our clients to set Goals: Set investment objectives, target return & cash needs Planning: Create robust investment strategy and asset allocation Authorization: Obtain trading authority for client owned brokerage account Execution: Implement investment transactions consistent with goals Monitoring: Review investments and make adjustments as markets change