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Intelligent Blend

Investment Objective: The strategy’s investment objective is to seek long-term capital growth.

Investment Description: The strategy invests predominately in common stocks, primarily in U.S.-based companies. The strategy has the flexibility to invest across all sectors and market capitalizations. All securities used are traded on U.S. exchanges. The strategy may also invest in preferred stock, bonds and cash equivalents.

Composite Definition: Ulland Intelligent Blend performance includes all portfolios invested in the Intelligent Blend Strategy. Portfolios enter the composite on the first day of the first full quarter of management. Portfolios are removed upon completion of the last full quarter of performance. The strategy is invested predominately in common stock. The strategy may also have investments in cash, preferred stock, corporate bonds and other subordinated securities.

Performance: Performance quoted is past performance. Past performance is not indicative of future performance. Current performance may be lower or higher than performance shown. Differences in performance versus the indices may be attributable, in part, to differences in the asset make-up of the Intelligent Growth strategy vs. the indices. Performance calculations are based on the reinvestment of dividends and gains unless these amounts were paid out to the client. Performance is subject to revision.

Fee: The normal fee schedule for the Intelligent Blend strategy is 1.25% on the first $2 million and 1.0% for funds over $2 million. Individual fee arrangements may vary from this schedule.


Ulland Investment Advisors

4550 IDS Center · Eighty South Eighth Street · Minneapolis MN 55402 · Telephone: 612-312-1400 · Facsimile: 612-204-3464