A significant class of investments is the funds that we manage for our clients. The management of these assets is the core business of CapSol and comprises a critical component of our overall wealth management strategy. Naturally, all investments carry some degree of risk. Our asset allocation policy is based on the outlook for the money and capital markets and alternate investments. Our goal is to establish a mix of appropriate asset classes that is on or as near as possible to the "efficient frontier" (i.e. the optimal risk/return characteristics) that is consistent with regulatory dictates and commensurate with our total return objectives. For many years the stock market has been a fairly reliable avenue for patient investors to accumulate wealth. While the long term trend of equities is in a positive direction, for some investors the short term and often volatile market fluctuations can cause sleepless nights. Global events can easily trigger interesting reactions regarding investment activity.

In order to mitigate the impact of these fluctuations our investment imperative is to provide options and sound advice to clients based on our in house expertise and through external strategic partnerships, consistent with our financial gateway philosophy. While CapSol is not a stockbroker, it has the ability to facilitate purchases and sales in accordance with changes in our clients' investment allocation strategies.