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HR Specialty Products & Services Catalogue Executive Summary A No Frills Distillation of Vendor’s Marketing Collat

Low Cost, Customized-to Your-Specific-Needs, Personal Money Manager with Patented Processes for Managing Personal Investments, IRA’s and 401(K) Self-Directed Accounts  . HR Specialty Products & Services Catalogue Executive Summary A No Frills Distillation of Vendor’s Marketing Collateral

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HR Specialty Products & Services Catalogue Executive Summary A No Frills Distillation of Vendor’s Marketing Collat

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  1. Low Cost, Customized-to Your-Specific-Needs, Personal Money Manager with Patented Processes for Managing Personal Investments, IRA’s and 401(K) Self-Directed Accounts   HR Specialty Products & Services Catalogue Executive Summary A No Frills Distillation of Vendor’s Marketing Collateral Thomas A Ference President & CEO Human Resources Mining & Distribution Co Locating, Validating and Accelerating HR  Innovation Office: 219-662-0201 Cell: 630-240-2583 Fax: 219-661-0236 e-mail: tference@hrmdco.com Website: www.hrmdco.com

  2. Most executives (and other management team members) rely on traditional brokerage house brokers to manage their personal investment portfolios, rollover / traditional IRA’s and / or self-directed 401(k) accounts. • However, these front line brokers typically do not manage money at all but get paid additional for cross-selling / up-selling products and services and place the client into one of a series pre-determined generic model portfolios • Investments typically consist of mutual funds and / or annuities which which contain hard-to-identify and quantify expense loads. Personal Money Manager with Patented Processes for Managing Personal Investments, IRA’s and 401(K) Self-Directed Accounts  

  3. This noted financial author and money manager with 20+ years of experience instead develops a tailored-to-your-personal-needs investment approach using proprietary strategies, dynamically adjusts based on global macro risk and market events and closely monitors/manages risk. • Patented risk management processes designed to monitor and manage risk at multiple levels auto notify manager as client tolerances breached so as to prevent significant losses like those suffered by many in mutual funds in 2008. • The elimination of several bureaucratic layers increases communication and transparency and results in overall fees being 30-50% less than the typical mutual fund arrangement which can increase the portfolio’s net rate of return. Personal Money Manager – Continued

  4. Constant Monitoring of the Markets and the Patented Money Management Flagging Processes

  5. Place my needs above his / her own and get compensated accordingly? Help develop an overall framework to guide decisions / activities over the next decade +? Monitor global information to better position my investments looking ahead not back? Make dynamic adjustments to optimize the overall risk level within my tolerances? Provide advice on types of investments to be used based on my unique needs? Determine when an investment should be bought and sold? Actively participate in the day-to-day management of my accounts? Closely monitor the account on a daily, weekly and monthly basis? Take a pro-active action to protect me from significant losses? Help me identify and prepare for hidden and/or unexpected threats? Current Advisor Scorecard: Did / Does S/he

  6. “I consider myself as a well read financial investor, and investing has been a hobby of mine for about 25 years. I really need someone with (this advisor’s) background for idea review, but at the end of the day I live with the decisions that we make together. I am able to correspond with him easily through e-mail and with phone communications.” Fred (TX) • “I rest easy knowing you are always on top of what is going on in the markets and act accordingly. I no longer have to worry about losing my "nest egg". No more roller coaster ride for me! Thanks for all you do.” Susan (FL) • We are pleased to answer questions regarding (this advisor). My first comment is that you are lucky to have found him. Our portfolio has moved with the market, but always gaining MORE than the market percentage and losing LESS than the market. (Brenda & John TN) Sample Client Testimonials

  7. This product/service is contained in the HR Specialty Products & Services Catalogue™ • Operational level details about this particular service provider can be obtained in conference with the vendor • The HR Mining &Distribution Co. is an independent and contracted representative of the vendor • Upon your request, we will arrange for an introduction that can range from a simple, quick conference call to a services overview / system demo • Tom Ference 219-662-0201 (Chicagoland area) or tference@hrmdco.com • Thank you for your potential interest in this fresh thinking Next Steps

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