Minimum Investment Amount: $25,000

Investment Objective: A diversified strategy focused on domestic large cap growth companies across all sectors. Designed to give clients broad market exposure through diversified market ETFs while allowing for additional upside potential utilizing Liberty One’s individual security selection process.

Portfolio Allocation: Dynamic

Type(s) of Investments: Individual Equities, ETFs

Distinguishing Characteristics:

• • Core-satellite portfolio structure
  • Tax Efficient
  • Quality, Growth, and Large Cap Focused
  • Combination of best of breed ETFs and Individual Stocks