ITS Strategic Portfolio -- Premier Asset Analyzer

Utilizing DAPM, our Strategic Premier Asset Analyzer (PAA) program offers investors a precise balance of offensive and defensive investment techniques in a strategic investment range. The goal is to allow for greater performance potential and reduced volatility and risk within the portfolio's defined range.

The principal objective of our Strategic PAA portfolio is to utilize equity and fixed income funds to seek long-term capital appreciation with a focus on total return.

As with all of our investment programs, the PAA is managed through a disciplined and active investment approach. Disciplined is derived from a structured framework that is unique to each program. The portfolio framework for the Strategic PAA program consists of the following parameters:

(1) Allowable investment types are stock, bond, inverse, and money market funds
(2) Asset allocation range is a maximum 100% equities to a maximum 90% fixed income
(3) Number of sectors held are nine within a three-tier setting
(4) Trading is conducted quarterly to maintain desired allocations