Private Asset Management, Inc.Private Asset Management, Inc.

Advantages & DifferentiatorsAdvantages & Differentiators

Key PointsKey Pointsnn Private Asset Management founded 1993Private Asset Management founded 1993nn Independent FeeIndependent Fee--Based RIA specializing in Based RIA specializing in

fullfull--service wealth managementservice wealth managementnn Dedicated to individual families, small Dedicated to individual families, small

corporations, and noncorporations, and non--profit organizationsprofit organizationsnn Depth of staff and specialists including an inDepth of staff and specialists including an in--

house Research department with a staff Chief house Research department with a staff Chief EconomistEconomist

nn Investment professionals average over 20 Investment professionals average over 20 years experienceyears experience

nn 20 employees in 3 offices: San Diego, Costa 20 employees in 3 offices: San Diego, Costa Mesa, and Indian WellsMesa, and Indian Wells

nn Over $700M in Assets Under ManagementOver $700M in Assets Under Management

Key PointsKey Pointsnn Practice an unbiased nonPractice an unbiased non--proprietary proprietary

approach, with no “products” to sellapproach, with no “products” to sellnn Unique and exhaustive 7 member investment Unique and exhaustive 7 member investment

committee teamcommittee team--based security selection based security selection process, with a unanimous decision required to process, with a unanimous decision required to add a security to firm’s Buy listadd a security to firm’s Buy list

nn Fully customized portfolios, tailored to the Fully customized portfolios, tailored to the specific needs and goals of that client; we do specific needs and goals of that client; we do not use packaged modelsnot use packaged models

nn We manage clients’ assets through the expert We manage clients’ assets through the expert and disciplined use of individual stocks and and disciplined use of individual stocks and bondsbonds

nn Full Transparency of your assets and trades, Full Transparency of your assets and trades, with 24x7 visibility @ Schwab.comwith 24x7 visibility @ Schwab.com

Key PointsKey Pointsnn Integrated inIntegrated in--house CPA and Trust Attorney house CPA and Trust Attorney

(review and advice) services are provided (review and advice) services are provided complimentary to all of our clientscomplimentary to all of our clients

nn We are exceptionally well suited to work with We are exceptionally well suited to work with our clients’ CPA and attorney to create a triad of our clients’ CPA and attorney to create a triad of trusted advisorstrusted advisors

nn The skills needed to address our clients’ The skills needed to address our clients’ increasingly complex wealth planning challenges increasingly complex wealth planning challenges

nn Private Fiduciary/Trustee services available to Private Fiduciary/Trustee services available to assist families with multiassist families with multi--generational issues of generational issues of concern to them today and tomorrowconcern to them today and tomorrow

nn Ease of access to all staff professionalsEase of access to all staff professionalsnn We do not share or participate in any softWe do not share or participate in any soft--dollar dollar

or commission arrangementsor commission arrangements